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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $10,417 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $6,160 |
Employer contribution per participant 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 | $30,834 | $58,093-46.9% | $80,022-61.5% | $56,287-45.2% |
| Participation rate | 86.9% | 73.6%+13.3pp | 75.8%+11.1pp | 69.9%+17.0pp |
| Annual return | -3.48% | 34.63%-38.1pp | 11.22%-14.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $5 | $1,933-99.8% | $2,468-99.8% | $2,111-99.8% |
| Participant deferral / active EE | $1,618 | $3,136-48.4% | $3,686-56.1% | $3,350-51.7% |
| Admin fee / account holder | $47 | $623-92.4% | $6,521-99.3% | $521-91.0% |