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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $70,384 |
GRANT THORNTON LLP1 year Service code 10 201 SOUTH COLLEGE STREET · CHARLOTTE, NC 28244 | Accounting | $16,000 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,655 |
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 | $60,051 | $69,305-13.4% | $82,313-27.0% | $69,631-13.8% |
| Participation rate | 93.7% | 80.3%+13.4pp | 76.9%+16.8pp | 70.7%+23.0pp |
| Annual return | 15.40% | 21.47%-6.1pp | 25.88%-10.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,099 | $1,887-41.7% | $2,428-54.7% | $2,032-45.9% |
| Participant deferral / active EE | $3,430 | $3,568-3.9% | $3,706-7.5% | $3,224+6.4% |
| Admin fee / account holder | $4 | $97-96.0% | $5,608-99.9% | $110-96.5% |