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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $37,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,141 |
Employer contribution per participant 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 | $65,020 | $99,168-34.4% | $96,576-32.7% | $74,440-12.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.0%+4.0pp | 70.7%+9.3pp |
| Annual return | 20.17% | 22.40%-2.2pp | 25.87%-5.7pp | 34.37%-14.2pp |
| Employer contribution / active EE | $785 | $2,570-69.5% | $2,965-73.5% | $2,638-70.2% |
| Participant deferral / active EE | $5,524 | $4,936+11.9% | $4,851+13.9% | $4,529+22.0% |
| Admin fee / account holder | $10 | $225-95.7% | $8,253-99.9% | $348-97.2% |