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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,380 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $14,182 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,601 | $43,730-16.3% | $66,674-45.1% | $64,097-42.9% |
| Participation rate | 86.2% | 50.7%+35.5pp | 73.7%+12.6pp | 55.2%+31.0pp |
| Annual return | 8.51% | 53.62%-45.1pp | 321.24%-312.7pp | 34.64%-26.1pp |
| Employer contribution / active EE | $1,745 | $1,673+4.3% | $2,620-33.4% | $1,891-7.7% |
| Participant deferral / active EE | $1,726 | $2,122-18.6% | $4,084-57.7% | $3,080-43.9% |
| Admin fee / account holder | $235 | $2,708-91.3% | $5,098-95.4% | $3,454-93.2% |