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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 | $55,437-21.7% | $155,534-72.1% | $74,459-41.7% |
| Participation rate | 74.7% | 61.9%+12.8pp | 78.2%-3.5pp | 67.2%+7.4pp |
| Annual return | 11.60% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,508 | $2,266-33.5% | $4,675-67.7% | $2,626-42.6% |
| Participant deferral / active EE | $3,034 | $2,837+6.9% | $5,630-46.1% | $4,350-30.2% |
| Admin fee / account holder | $236 | $1,742-86.4% | $15,900-98.5% | $1,945-87.8% |