Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 80 STATE STREET 12TH FL · ALBANY, NY 12207 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,870 | $107,378+110.3% | $108,582+108.0% | $57,661+291.7% |
| Participation rate | 98.3% | 77.1%+21.2pp | 79.6%+18.7pp | 70.2%+28.1pp |
| Annual return | 11.84% | 12.80%-1.0pp | -51.70%+63.5pp | 5.13%+6.7pp |
| Employer contribution / active EE | $8,739 | $1,782+390.5% | $3,758+132.5% | $1,974+342.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-99.7% | $7,645-100.0% | $95-99.7% |