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 | $119,272+581.1% | $161,149+404.1% | $71,012+1043.9% |
| Participation rate | 99.7% | 73.6%+26.0pp | 78.8%+20.8pp | 58.6%+41.1pp |
| Annual return | 76.15% | 16.11%+60.0pp | 21.16%+55.0pp | 37.67%+38.5pp |
| Employer contribution / active EE | $18,712 | $2,894+546.6% | $4,360+329.2% | $2,348+697.0% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $1 | $1,020-99.9% | $15,194-100.0% | $1,167-99.9% |