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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 36-3145972 | Securities Custodian | $6,273 |
Filed as: JP MORGAN CHASE BANK N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $478 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 5.16% | 4.87%+0.3pp | 5.00%+0.2pp | 4.56%+0.6pp |
| Employer contribution / active EE | $7,172 | $14,613-50.9% | $35,918-80.0% | $15,526-53.8% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |