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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $19,811 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,698 | $36,916-25.0% | $156,551-82.3% | $57,658-52.0% |
| Participation rate | 97.3% | 63.4%+33.9pp | 84.0%+13.3pp | 70.2%+27.1pp |
| Annual return | -0.38% | 12.38%-12.8pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $813 | $1,571-48.2% | $5,501-85.2% | $1,974-58.8% |
| Participant deferral / active EE | $1,209 | $1,926-37.2% | $4,871-75.2% | $3,061-60.5% |
| Admin fee / account holder | $11 | $82-86.9% | $13,028-99.9% | $95-88.5% |