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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,718 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $16,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,358 | $60,393-21.6% | $81,820-42.1% | $74,429-36.4% |
| Participation rate | 39.2% | 62.9%-23.7pp | 72.4%-33.2pp | 67.2%-28.1pp |
| Annual return | 12.95% | 16.89%-3.9pp | 777.93%-765.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,880 | $3,397-44.7% | $4,323-56.5% | $4,348-56.8% |
| Admin fee / account holder | $177 | $1,491-88.2% | $7,391-97.6% | $1,944-90.9% |