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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,012 |
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 | $43,950 | $73,404-40.1% | $87,104-49.5% | $67,579-35.0% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.9%+19.5pp | 71.3%+25.1pp |
| Annual return | 21.50% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,096 | $2,014+4.1% | $2,521-16.9% | $2,148-2.4% |
| Participant deferral / active EE | $1,547 | $3,913-60.5% | $4,048-61.8% | $3,539-56.3% |
| Admin fee / account holder | $53 | $142-62.6% | $7,491-99.3% | $142-62.7% |