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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $61,681 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,071 | $101,539+42.9% | $147,041-1.3% | $74,400+95.0% |
| Participation rate | 89.8% | 75.5%+14.2pp | 82.2%+7.6pp | 67.2%+22.5pp |
| Annual return | 20.09% | 8740.84%-8720.8pp | 419.21%-399.1pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $4,334 | $3,811+13.7% | $4,935-12.2% | $2,624+65.1% |
| Participant deferral / active EE | $9,409 | $7,304+28.8% | $8,071+16.6% | $4,348+116.4% |
| Admin fee / account holder | $272 | $1,749-84.4% | $13,006-97.9% | $1,944-86.0% |