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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,280 |
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 | $38,018 | $69,305-45.1% | $82,312-53.8% | $69,631-45.4% |
| Participation rate | 98.2% | 80.3%+17.9pp | 76.9%+21.3pp | 70.7%+27.5pp |
| Annual return | 16.52% | 21.47%-4.9pp | 25.88%-9.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $2,075 | $1,887+10.0% | $2,428-14.5% | $2,032+2.1% |
| Participant deferral / active EE | $1,472 | $3,568-58.8% | $3,706-60.3% | $3,224-54.3% |
| Admin fee / account holder | $51 | $97-47.4% | $5,608-99.1% | $110-53.8% |