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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 | $45,266-19.1% | $103,693-64.7% | $65,306-44.0% |
| Participation rate | 86.2% | 53.3%+32.9pp | 72.6%+13.6pp | 57.7%+28.6pp |
| Annual return | 8.51% | 25.10%-16.6pp | 47.61%-39.1pp | 21.94%-13.4pp |
| Employer contribution / active EE | $1,745 | $1,765-1.1% | $2,920-40.2% | $1,967-11.3% |
| Participant deferral / active EE | $1,726 | $2,099-17.8% | $4,579-62.3% | $2,959-41.7% |
| Admin fee / account holder | $235 | $3,221-92.7% | $7,858-97.0% | $3,480-93.2% |