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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $68,430 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SERVICES, LTD., CO Service code 28 · EIN 74-2798841 | Investment Management | $15,514 |
FIRST STATE TRUST COMPANY2 years Service code 21 · EIN 13-3124172 | Bank Trustee | $7,607 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 5.17% | 6915.14%-6910.0pp | 380.71%-375.5pp | 627.08%-621.9pp |
| Employer contribution / active EE | $3,319 | $39,618-91.6% | $45,089-92.6% | $18,824-82.4% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |