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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $11,657 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,118-100.0% | $53,647-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | -97.59% | 248.26%-345.9pp | 358.33%-455.9pp | 145.39%-243.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |