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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 100 N WESTLAKE BLVD STE 200 · WESTLAKE VILLAGE, CA 91362 | Investment Management | $27,148 |
FIRST STATE TRUST COMPANY2 years Service code 59 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Shareholder Servicing | $8,250 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 4.75% | 6.37%-1.6pp | 8.04%-3.3pp | 7.65%-2.9pp |
| Employer contribution / active EE | $89,634 | $48,951+83.1% | $42,693+110.0% | $20,582+335.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |