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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $90,407 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $48,549 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $14,331 |
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 | $149,143 | $57,096+161.2% | $94,229+58.3% | $55,191+170.2% |
| Participation rate | 90.1% | 75.7%+14.4pp | 78.8%+11.3pp | 69.2%+20.9pp |
| Annual return | 0.28% | 159.65%-159.4pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,129 | $1,708+24.6% | $3,587-40.7% | $1,899+12.1% |
| Participant deferral / active EE | $6,713 | $3,165+112.1% | $4,320+55.4% | $3,046+120.4% |
| Admin fee / account holder | $23 | $89-74.3% | $6,269-99.6% | $91-74.7% |