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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-4994650 | Investment Management | $314,516 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $267,195 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -23.94% | -2.41%-21.5pp | -38.86%+14.9pp | 23.41%-47.4pp |
| Employer contribution / active EE | $3,726 | $7,691-51.6% | $37,756-90.1% | $12,650-70.5% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |