Filed April 26, 2023 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $39,544 |
Filed as: BURNHAM GIBSON Service code 27 · EIN 47-5476782 | Advisory (Plan) | $10,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,862 | $100,227-7.3% | $169,993-45.4% | $74,419+24.8% |
| Participation rate | 96.7% | 87.3%+9.4pp | 87.0%+9.7pp | 70.7%+26.0pp |
| Annual return | 17.36% | 66.08%-48.7pp | 53.37%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,450 | $4,263+4.4% | $6,785-34.4% | $2,637+68.7% |
| Participant deferral / active EE | $6,809 | $7,143-4.7% | $10,408-34.6% | $4,528+50.4% |
| Admin fee / account holder | $111 | $234-52.8% | $12,815-99.1% | $348-68.2% |