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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 19 · EIN 20-8764829 4300 EAST 53RD STREET · DAVENPORT, IA 52807 | Securities Custodian | $25,313 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,857 | $84,940-18.9% | $111,306-38.1% | $79,389-13.3% |
| Participation rate | 87.2% | 75.9%+11.3pp | 77.3%+9.9pp | 70.7%+16.5pp |
| Annual return | 20.54% | 17.45%+3.1pp | 54.67%-34.1pp | 116.89%-96.4pp |
| Employer contribution / active EE | $1,874 | $1,979-5.3% | $2,732-31.4% | $2,428-22.8% |
| Participant deferral / active EE | $3,293 | $3,889-15.3% | $4,488-26.6% | $4,046-18.6% |
| Admin fee / account holder | $43 | $537-92.1% | $7,966-99.5% | $626-93.2% |