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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 171 MONROE AVENUE NW · GRAND RAPIDS, MI 49503 | Investment Management | $35,027 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $11,980 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLE Service code 49 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -12.14% | -11.57%-0.6pp | -11.22%-0.9pp | -5.25%-6.9pp |
| Employer contribution / active EE | $6,883 | $21,762-68.4% | $32,882-79.1% | $15,161-54.6% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |