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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,601 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,500 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,862 | $47,078+95.1% | $100,671-8.8% | $55,191+66.4% |
| Participation rate | 46.8% | 58.0%-11.2pp | 70.7%-23.9pp | 69.2%-22.3pp |
| Annual return | 0.75% | 0.65%+0.1pp | 20.43%-19.7pp | 10.78%-10.0pp |
| Employer contribution / active EE | $424 | $1,065-60.2% | $4,012-89.4% | $1,899-77.7% |
| Participant deferral / active EE | $3,177 | $2,038+55.9% | $3,144+1.1% | $3,046+4.3% |
| Admin fee / account holder | $59 | $153-61.8% | $4,850-98.8% | $91-35.4% |