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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,091 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,524 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 20 E THOMAS AVE · PHOENIX, AZ 85012 | Accounting | $389 |
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 | $74,764 | $63,346+18.0% | $92,240-18.9% | $70,126+6.6% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 15.74% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $2,887 | $2,471+16.8% | $3,680-21.5% | $2,343+23.3% |
| Participant deferral / active EE | $6,008 | $2,854+110.5% | $3,897+54.2% | $3,332+80.3% |
| Admin fee / account holder | $197 | $3,841-94.9% | $5,194-96.2% | $4,645-95.8% |