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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 | $55,446-21.7% | $155,574-72.1% | $74,429-41.7% |
| Participation rate | 74.7% | 61.9%+12.8pp | 78.2%-3.5pp | 67.2%+7.5pp |
| Annual return | 11.60% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,508 | $2,266-33.5% | $4,676-67.8% | $2,625-42.6% |
| Participant deferral / active EE | $3,034 | $2,836+7.0% | $5,629-46.1% | $4,348-30.2% |
| Admin fee / account holder | $236 | $1,743-86.4% | $15,914-98.5% | $1,944-87.8% |