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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 31 · EIN 20-8764829 | Named fiduciary | $45,868 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 8.46% | 11.98%-3.5pp | 35.16%-26.7pp | 37.77%-29.3pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,401-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |