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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $17,037 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,552 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $62,816 | $91,911-31.7% | $68,612-8.4% | $135,380-53.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.48% | -8.22%+3.7pp | -4.63%+0.2pp | 519.81%-524.3pp |
| Employer contribution / active EE | $25,902 | $3,924+560.2% | $2,625+886.7% | $4,779+442.0% |
| Participant deferral / active EE | $42,387 | $4,315+882.3% | $3,311+1180.2% | $5,609+655.7% |
| Admin fee / account holder | $23 | $9,240-99.7% | $5,131-99.5% | $10,828-99.8% |