Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ 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 | $305,880 | $78,419+290.1% | $133,982+128.3% | $73,415+316.6% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.8%+19.8pp | 72.2%+27.5pp |
| Annual return | 24.46% | 33.35%-8.9pp | 45.10%-20.6pp | 59.30%-34.8pp |
| Employer contribution / active EE | $12,149 | $2,044+494.5% | $3,919+210.0% | $2,234+443.9% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $9 | $161-94.7% | $8,930-99.9% | $158-94.6% |