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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $98,250 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $32,750 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,059 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $643 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$216,879 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,262 | $105,173-37.9% | $87,102-25.1% | $77,775-16.1% |
| Participation rate | 95.4% | 85.8%+9.6pp | 76.9%+18.5pp | 73.2%+22.2pp |
| Annual return | 19.51% | 24.52%-5.0pp | 28.19%-8.7pp | 32.58%-13.1pp |
| Employer contribution / active EE | $2,629 | $2,890-9.0% | $2,521+4.3% | $2,504+5.0% |
| Participant deferral / active EE | $2,515 | $5,048-50.2% | $4,048-37.9% | $3,966-36.6% |
| Admin fee / account holder | -$43 | $105-140.8% | $7,493-100.6% | $100-142.6% |