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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $28,331 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,698 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,413 | $59,467+10.0% | $93,727-30.2% | $74,478-12.2% |
| Participation rate | 92.8% | 59.6%+33.2pp | 68.7%+24.1pp | 67.2%+25.6pp |
| Annual return | 12.16% | 82.14%-70.0pp | 133.83%-121.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,043 | $1,267-17.6% | $2,421-56.9% | $2,626-60.3% |
| Participant deferral / active EE | $5,606 | $3,052+83.7% | $4,417+26.9% | $4,350+28.9% |
| Admin fee / account holder | $250 | $3,028-91.7% | $8,292-97.0% | $1,946-87.1% |