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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $4,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,608 |
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 | $48,210 | $56,544-14.7% | $75,501-36.1% | $70,126-31.3% |
| Participation rate | 98.8% | 68.1%+30.7pp | 72.4%+26.5pp | 69.5%+29.3pp |
| Annual return | 14.86% | 23.59%-8.7pp | 27.35%-12.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,202 | $1,817+21.2% | $2,352-6.4% | $2,343-6.0% |
| Participant deferral / active EE | $3,707 | $2,580+43.7% | $3,142+18.0% | $3,332+11.3% |
| Admin fee / account holder | $19 | $3,827-99.5% | $5,801-99.7% | $4,645-99.6% |