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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 155 CADILLAC DRIVE · SACRAMENTO, CA 95825 | Advisory (Plan) | $149,861 |
FIRST STATE TRUST COMPANY2+ years Service code 21 · EIN 13-3124172 TWO RIGHTER PARKWAY · WILMINGTON, DE 19803 | Bank Trustee | $25,595 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $158,640-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 22.2%-22.2pp | 1.9%-1.9pp |
| Annual return | 9.61% | 23.90%-14.3pp | 10.66%-1.0pp | 23.90%-14.3pp |
| Employer contribution / active EE | $13,554 | $16,539-18.0% | $30,880-56.1% | $16,539-18.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $65-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,478-100.0% | $18,975-100.0% |