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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 300 GRANITE RUN DR STE 300 · LANCASTER, PA 17601 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,006 | $73,102-76.7% | $123,552-86.2% | $56,287-69.8% |
| Participation rate | 28.6% | 74.3%-45.7pp | 82.3%-53.7pp | 69.9%-41.2pp |
| Annual return | -8.43% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $816 | $2,977-72.6% | $4,628-82.4% | $2,111-61.4% |
| Participant deferral / active EE | $1,160 | $5,423-78.6% | $6,426-82.0% | $3,350-65.4% |
| Admin fee / account holder | $22 | $554-96.0% | $9,285-99.8% | $521-95.7% |