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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,080 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,667 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,024 | $52,678+89.9% | $75,784+32.0% | $59,633+67.7% |
| Participation rate | 94.4% | 67.2%+27.2pp | 75.8%+18.6pp | 68.7%+25.7pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $13,408 | $2,193+511.3% | $3,323+303.4% | $2,203+508.7% |
| Participant deferral / active EE | $5,607 | $2,591+116.4% | $3,652+53.5% | $3,192+75.7% |
| Admin fee / account holder | $276 | $3,610-92.4% | $5,300-94.8% | $4,297-93.6% |