Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ 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 | $234,918 | $62,267+277.3% | $110,243+113.1% | $55,727+321.6% |
| Participation rate | 99.3% | 78.1%+21.2pp | 79.8%+19.5pp | 70.9%+28.5pp |
| Annual return | 11.33% | -1.07%+12.4pp | 314.76%-303.4pp | 244.94%-233.6pp |
| Employer contribution / active EE | $9,610 | $1,941+395.0% | $3,827+151.1% | $2,078+362.4% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $121-94.4% | $8,548-99.9% | $115-94.1% |