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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,148 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,041 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $40,566+29.8% | $96,754-45.6% | $64,728-18.7% |
| Participation rate | 98.8% | 24.8%+74.0pp | 70.3%+28.6pp | 57.9%+40.9pp |
| Annual return | 20.05% | 93.20%-73.1pp | 82.04%-62.0pp | 49.38%-29.3pp |
| Employer contribution / active EE | $3,871 | $808+379.1% | $2,679+44.5% | $2,243+72.6% |
| Participant deferral / active EE | $7,601 | $933+714.9% | $4,758+59.8% | $2,729+178.5% |
| Admin fee / account holder | $235 | $2,770-91.5% | $8,905-97.4% | $1,145-79.5% |