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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $22,895 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,560 | $65,125-51.5% | $143,797-78.1% | $66,949-52.9% |
| Participation rate | 68.5% | 65.2%+3.3pp | 80.3%-11.8pp | 69.8%-1.3pp |
| Annual return | -14.89% | -11.13%-3.8pp | -0.04%-14.8pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,181 | $2,362-50.0% | $4,952-76.2% | $2,545-53.6% |
| Participant deferral / active EE | $2,772 | $2,920-5.1% | $5,638-50.8% | $4,239-34.6% |
| Admin fee / account holder | $197 | $503-60.8% | $14,679-98.7% | $594-66.8% |