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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $131,968 |
FIRST STATE TRUST COMPANY1+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $21,541 |
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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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 3.83% | 4.80%-1.0pp | 7.98%-4.1pp | 4.56%-0.7pp |
| Employer contribution / active EE | $7,327 | $12,906-43.2% | $23,724-69.1% | $15,526-52.8% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |