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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 456 W FOOTHILL BLVD · CLAREMONT, CA 91711 | Recordkeeping | $83,055 |
COMERICA BANK1+ years Filed as: COMERICA Service code 15 · EIN 42-1741616 411 WEST LAFAYETTE · DETROIT, MI 48275 | Recordkeeping | $9,181 |
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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 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -1.76% | -1.05%-0.7pp | -0.97%-0.8pp | -7.14%+5.4pp |
| Employer contribution / active EE | $2,747 | $8,702-68.4% | $22,441-87.8% | $14,613-81.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |