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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $33,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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 | $147,788 | $70,486+109.7% | $100,528+47.0% | $79,852+85.1% |
| Participation rate | 77.0% | 73.6%+3.4pp | 79.4%-2.4pp | 69.6%+7.4pp |
| Annual return | 18.00% | 21.90%-3.9pp | 30.90%-12.9pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,369 | $2,165-36.8% | $3,419-60.0% | $2,471-44.6% |
| Participant deferral / active EE | $12,727 | $5,182+145.6% | $6,271+102.9% | $3,740+240.3% |
| Admin fee / account holder | $2 | $4,480-99.9% | $8,084-100.0% | $5,306-100.0% |