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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $28,337 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $23,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,389 | $55,470-21.8% | $155,556-72.1% | $74,478-41.7% |
| Participation rate | 74.7% | 61.9%+12.8pp | 78.2%-3.6pp | 67.2%+7.5pp |
| Annual return | 11.60% | 269.80%-258.2pp | 64.84%-53.2pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,508 | $2,267-33.5% | $4,675-67.8% | $2,626-42.6% |
| Participant deferral / active EE | $3,034 | $2,838+6.9% | $5,631-46.1% | $4,350-30.3% |
| Admin fee / account holder | $236 | $1,744-86.4% | $15,885-98.5% | $1,946-87.9% |