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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $95,411 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $31,184 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,758 |
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 | $156,968 | $107,378+46.2% | $108,582+44.6% | $57,661+172.2% |
| Participation rate | 92.4% | 77.1%+15.3pp | 79.6%+12.8pp | 70.2%+22.1pp |
| Annual return | 9.89% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $2,153 | $1,782+20.9% | $3,758-42.7% | $1,974+9.1% |
| Participant deferral / active EE | $6,909 | $3,221+114.5% | $4,311+60.3% | $3,061+125.7% |
| Admin fee / account holder | $24 | $108-78.3% | $7,645-99.7% | $95-75.0% |