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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,425 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,402 | $72,770-61.0% | $67,652-58.0% | $55,191-48.5% |
| Participation rate | 98.9% | 78.8%+20.1pp | 75.7%+23.2pp | 69.2%+29.7pp |
| Annual return | -0.75% | -3.26%+2.5pp | 6625.40%-6626.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,068 | $1,769+16.9% | $2,266-8.7% | $1,899+8.9% |
| Participant deferral / active EE | $1,442 | $3,408-57.7% | $3,560-59.5% | $3,046-52.7% |
| Admin fee / account holder | $46 | $79-41.3% | $4,821-99.0% | $91-49.0% |