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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $86,226 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $83,237 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,230 | $112,582-43.8% | $105,624-40.1% | $200,096-68.4% |
| Participation rate | 88.5% | 86.3%+2.2pp | 75.3%+13.2pp | 72.0%+16.4pp |
| Annual return | 14.13% | 15.58%-1.4pp | 116.20%-102.1pp | 34.26%-20.1pp |
| Employer contribution / active EE | $2,749 | $4,580-40.0% | $3,168-13.2% | $3,038-9.5% |
| Participant deferral / active EE | $5,473 | $6,655-17.8% | $5,013+9.2% | $5,090+7.5% |
| Admin fee / account holder | $97 | $107-8.9% | $10,961-99.1% | $269-63.8% |