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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,920 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 29 · EIN 26-4310632 | Legal | $15,000 |
Service code 28 · EIN 06-1055669 | Investment Management | $3,381 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -144.60% | -11.17%-133.4pp | -10.68%-133.9pp | -14.65%-130.0pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |