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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 21 1358 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $8,831 |
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 | $134,444 | $101,653+32.3% | $147,080-8.6% | $74,459+80.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 6.01% | 8754.98%-8749.0pp | 420.17%-414.2pp | 1369.70%-1363.7pp |
| Employer contribution / active EE | $11,232 | $3,813+194.5% | $4,933+127.7% | $2,626+327.7% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $40 | $1,752-97.7% | $12,989-99.7% | $1,945-97.9% |