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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO. LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $100,653 |
MATRIX TRUST COMPANY1 year Service code 15 2800 N. CENTRAL CENTRAL SUITE 900 · PHOENIX, AZ 85004 | Recordkeeping | $5,290 |
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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 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 14.84% | 13.23%+1.6pp | -100.31%+115.2pp | 13.59%+1.3pp |
| Employer contribution / active EE | $20,000 | $9,675+106.7% | $18,686+7.0% | $14,592+37.1% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |