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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $29,279 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,410 | $73,404-64.0% | $87,103-69.7% | $67,582-60.9% |
| Participation rate | 93.3% | 80.9%+12.5pp | 76.9%+16.5pp | 71.3%+22.1pp |
| Annual return | 21.58% | 48.29%-26.7pp | 28.19%-6.6pp | 378.57%-357.0pp |
| Employer contribution / active EE | $677 | $2,014-66.4% | $2,521-73.2% | $2,148-68.5% |
| Participant deferral / active EE | $1,651 | $3,913-57.8% | $4,049-59.2% | $3,539-53.4% |
| Admin fee / account holder | $2 | $142-98.8% | $7,491-100.0% | $142-98.8% |