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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,211 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $8,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,053 | $101,672-38.0% | $147,117-57.1% | $74,478-15.3% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.6pp | 67.2%+19.6pp |
| Annual return | 18.57% | 8757.83%-8739.3pp | 420.54%-402.0pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $1,977 | $3,813-48.2% | $4,932-59.9% | $2,626-24.7% |
| Participant deferral / active EE | $6,343 | $7,305-13.2% | $8,065-21.3% | $4,350+45.8% |
| Admin fee / account holder | $190 | $1,753-89.2% | $12,993-98.5% | $1,946-90.2% |