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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,924 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,588 | $78,976-51.1% | $100,383-61.6% | $74,546-48.2% |
| Participation rate | 89.6% | 79.5%+10.1pp | 81.5%+8.1pp | 67.2%+22.4pp |
| Annual return | 15.49% | 20.62%-5.1pp | 49.26%-33.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,730 | $7,758-26.1% | $8,086-29.1% | $4,347+31.8% |
| Admin fee / account holder | $109 | $1,330-91.8% | $7,900-98.6% | $1,944-94.4% |