Filed October 17, 2014
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 80 STATE STREET 12TH FL · ALBANY, NY 12207 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $812,305 | $138,891+484.9% | $185,441+338.0% | $65,191+1146.0% |
| Participation rate | 99.7% | 74.2%+25.4pp | 80.3%+19.4pp | 63.0%+36.7pp |
| Annual return | 76.15% | 10.99%+65.2pp | 20.16%+56.0pp | 51.24%+24.9pp |
| Employer contribution / active EE | $18,712 | $3,142+495.6% | $4,672+300.5% | $2,400+679.7% |
| Participant deferral / active EE | $0 | $3,459-100.0% | $6,152-100.0% | $2,671-100.0% |
| Admin fee / account holder | $1 | $864-99.9% | $17,890-100.0% | $907-99.9% |