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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $22,063 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,164 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,030 | $46,173-30.6% | $170,435-81.2% | $69,631-54.0% |
| Participation rate | 96.7% | 63.9%+32.8pp | 83.6%+13.1pp | 70.7%+26.0pp |
| Annual return | 12.08% | 21.62%-9.5pp | 205.94%-193.9pp | 27571.02%-27558.9pp |
| Employer contribution / active EE | $912 | $1,610-43.4% | $5,432-83.2% | $2,032-55.1% |
| Participant deferral / active EE | $1,409 | $2,080-32.3% | $4,939-71.5% | $3,224-56.3% |
| Admin fee / account holder | $10 | $116-91.7% | $13,881-99.9% | $110-91.3% |