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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $34,999 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,096 |
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 | $52,363 | $79,519-34.2% | $95,964-45.4% | $73,412-28.7% |
| Participation rate | 99.8% | 81.2%+18.6pp | 77.1%+22.7pp | 72.2%+27.6pp |
| Annual return | 12.82% | 19.20%-6.4pp | 91.64%-78.8pp | 59.30%-46.5pp |
| Employer contribution / active EE | $2,107 | $2,048+2.9% | $2,541-17.1% | $2,234-5.7% |
| Participant deferral / active EE | $1,752 | $4,138-57.7% | $4,167-58.0% | $3,806-54.0% |
| Admin fee / account holder | $74 | $184-59.8% | $6,797-98.9% | $158-53.1% |