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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 | $101,499-37.9% | $147,005-57.1% | $74,546-15.4% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.6pp |
| Annual return | 18.57% | 8732.34%-8713.8pp | 418.76%-400.2pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $1,977 | $3,811-48.1% | $4,934-59.9% | $2,624-24.7% |
| Participant deferral / active EE | $6,343 | $7,304-13.2% | $8,070-21.4% | $4,347+45.9% |
| Admin fee / account holder | $190 | $1,748-89.1% | $13,006-98.5% | $1,944-90.2% |