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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $43,750 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,906 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $29,762 | $63,905-53.4% | $74,184-59.9% | $57,658-48.4% |
| Participation rate | 98.5% | 79.8%+18.8pp | 76.6%+21.9pp | 70.2%+28.3pp |
| Annual return | 5.85% | 60.60%-54.8pp | 17.74%-11.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,082 | $1,840+13.1% | $2,370-12.2% | $1,974+5.5% |
| Participant deferral / active EE | $1,533 | $3,448-55.5% | $3,550-56.8% | $3,061-49.9% |
| Admin fee / account holder | $59 | $91-35.0% | $5,586-98.9% | $95-37.4% |