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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,327 | $72,639-56.9% | $90,766-65.5% | $66,949-53.2% |
| Participation rate | 84.2% | 73.7%+10.5pp | 75.7%+8.5pp | 69.8%+14.4pp |
| Annual return | -13.75% | -12.28%-1.5pp | -12.16%-1.6pp | 1.57%-15.3pp |
| Employer contribution / active EE | $958 | $2,369-59.6% | $2,922-67.2% | $2,545-62.4% |
| Participant deferral / active EE | $2,778 | $3,979-30.2% | $4,565-39.1% | $4,239-34.5% |
| Admin fee / account holder | $68 | $708-90.4% | $8,446-99.2% | $594-88.5% |