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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $68,240 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,923 |
REED SMITH LLP1 year Service code 29 PO BOX 360074M · PITTSBURGH, PA 15251 | Legal | $9,038 |
Service code 10 11444 W OLYMPIC BLVD FL 11 · LOS ANGELES, CA 90064 | Accounting | $6,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $147,594-100.0% | $121,871-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 78.0%-78.0pp | 73.2%-73.2pp | 82.4%-82.4pp |
| Annual return | -94.01% | 12.94%-107.0pp | 13.57%-107.6pp | 202.70%-296.7pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,134-100.0% | $11,551-100.0% | $19,030-100.0% |