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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 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 | $31,229 |
Service code 59 · EIN 13-3124172 DELAWARE CORPORATE CENTER I · WILMINGTON, DE 19803 | Shareholder Servicing | $6,508 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | -1.46% | 10.25%-11.7pp | 35.16%-36.6pp | 22.81%-24.3pp |
| Employer contribution / active EE | $42,048 | $45,684-8.0% | $46,401-9.4% | $18,290+129.9% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |