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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $19,895 |
TD AMERITRADE, INC.1 year Service code 15 200 S 108TH AVE · OMAHA, NE 68154 | Recordkeeping | $184 |
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 | $107,847 | $55,453+94.5% | $170,435-36.7% | $62,293+73.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.85% | 21.38%-5.5pp | 205.94%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $5,319 | $2,164+145.8% | $5,432-2.1% | $2,042+160.4% |
| Participant deferral / active EE | $4,568 | $2,303+98.4% | $4,939-7.5% | $3,169+44.1% |
| Admin fee / account holder | $229 | $455-49.7% | $13,881-98.3% | $479-52.2% |