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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $40,710 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $13,718 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $196,569-100.0% | $110,417-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 58.0%-58.0pp | 27.7%-27.7pp |
| Annual return | 2.37% | 0.70%+1.7pp | 4.13%-1.8pp | 15.59%-13.2pp |
| Employer contribution / active EE | $4,969 | $22,011-77.4% | $15,783-68.5% | $33,256-85.1% |
| Participant deferral / active EE | $0 | $588-100.0% | $1,006-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $22,216-100.0% | $15,244-100.0% | $21,009-100.0% |