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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $242,954 |
SUMMIT FINANCIAL CORPORATION2 years Filed as: SUMMIT AGRICULTURAL GROUP Service code 28 10640 COUNTY ROAD D20 · ALDEN, IA 50006 | Investment Management | $29,504 |
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Employer contribution per participant 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 | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 14.24% | 8.76%+5.5pp | 5.83%+8.4pp | 8.76%+5.5pp |
| Employer contribution / active EE | $2,514 | $16,650-84.9% | $38,332-93.4% | $16,650-84.9% |
| Participant deferral / active EE | $0 | $948-100.0% | $165-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |