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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 13-2919773 | Investment Management | $54,266 |
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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 | $0 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | -1.08% | 7.18%-8.3pp | 2.04%-3.1pp | 7.18%-8.3pp |
| Employer contribution / active EE | $5,838 | $13,095-55.4% | $57,418-89.8% | $13,095-55.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |