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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $38,512 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,390 |
Service code 10 · EIN 63-1262841 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,174 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,042 | $95,352-45.4% | $135,925-61.7% | $74,434-30.1% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 19.53% | 32.74%-13.2pp | 68.25%-48.7pp | 34.37%-14.8pp |
| Employer contribution / active EE | $5,847 | $3,877+50.8% | $4,857+20.4% | $2,638+121.7% |
| Participant deferral / active EE | $8,986 | $7,786+15.4% | $7,759+15.8% | $4,529+98.4% |
| Admin fee / account holder | $107 | $266-59.7% | $10,764-99.0% | $348-69.2% |