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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HLC LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $681,063 |
FIRST STATE TRUST COMPANY3+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $208,357 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 14.07% | 18.28%-4.2pp | 10.53%+3.5pp | 13.95%+0.1pp |
| Employer contribution / active EE | $3,430 | $11,746-70.8% | $29,360-88.3% | $16,598-79.3% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |