Filed October 17, 2014
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ 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 | $486,935 | $89,465+444.3% | $165,100+194.9% | $77,762+526.2% |
| Participation rate | 99.0% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.4pp |
| Annual return | 47.53% | 28.86%+18.7pp | 70.21%-22.7pp | 31.27%+16.3pp |
| Employer contribution / active EE | $15,622 | $2,565+509.1% | $4,348+259.3% | $2,728+472.6% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-99.9% | $12,696-100.0% | $433-99.9% |