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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,844 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 805 SW BROADWAY · PORTLAND, OR 97205 | Advisory (Plan) | $10,622 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Participant loan processing; Sub-tran... | $9,417 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,956 | $54,717+5.9% | $86,216-32.8% | $71,511-19.0% |
| Participation rate | 97.1% | 60.1%+37.0pp | 69.0%+28.2pp | 67.9%+29.2pp |
| Annual return | 16.55% | 20.07%-3.5pp | 1169.42%-1152.9pp | 28.86%-12.3pp |
| Employer contribution / active EE | $1,938 | $1,267+52.9% | $2,382-18.6% | $2,589-25.2% |
| Participant deferral / active EE | $6,285 | $3,110+102.1% | $3,986+57.7% | $4,291+46.5% |
| Admin fee / account holder | $216 | $1,922-88.7% | $6,853-96.8% | $1,588-86.4% |