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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $25,829 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,919 |
Annual investment return 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 | $72,441 | $70,917+2.1% | $98,920-26.8% | $73,497-1.4% |
| Participation rate | 96.5% | 73.8%+22.7pp | 76.0%+20.5pp | 70.7%+25.8pp |
| Annual return | 8.47% | 34.18%-25.7pp | 196.47%-188.0pp | 28.51%-20.0pp |
| Employer contribution / active EE | $623 | $2,037-69.4% | $2,689-76.8% | $2,270-72.6% |
| Participant deferral / active EE | $5,465 | $3,501+56.1% | $4,245+28.7% | $3,740+46.1% |
| Admin fee / account holder | $12 | $535-97.8% | $6,643-99.8% | $513-97.7% |