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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,749 | $72,303-31.2% | $86,698-42.6% | $64,819-23.2% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -15.27% | 392.77%-408.0pp | 35.95%-51.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $2,829 | $2,393+18.2% | $2,837-0.3% | $2,507+12.9% |
| Participant deferral / active EE | $2,392 | $4,660-48.7% | $4,656-48.6% | $4,311-44.5% |
| Admin fee / account holder | $122 | $174-30.1% | $7,493-98.4% | $188-35.2% |