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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $56,032 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES, LTD., CO Service code 28 · EIN 74-2798841 | Investment Management | $24,596 |
Service code 21 · EIN 13-3124172 | Bank Trustee | $6,769 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 12.04% | 13.54%-1.5pp | 13.48%-1.4pp | 16.32%-4.3pp |
| Employer contribution / active EE | $20,220 | $37,659-46.3% | $47,067-57.0% | $17,007+18.9% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |