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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 1585 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $7,248 |
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 | $86,211 | $101,591-15.1% | $147,096-41.4% | $74,429+15.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 7.73% | 8746.45%-8738.7pp | 419.75%-412.0pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $9,390 | $3,813+146.3% | $4,936+90.2% | $2,625+257.7% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $33 | $1,750-98.1% | $13,005-99.7% | $1,944-98.3% |