Filed October 17, 2014
| 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 | $148,584+446.7% | $216,567+275.1% | $69,255+1072.9% |
| Participation rate | 99.7% | 77.0%+22.6pp | 81.6%+18.0pp | 69.0%+30.6pp |
| Annual return | 76.15% | 8.62%+67.5pp | 12.94%+63.2pp | 26.73%+49.4pp |
| Employer contribution / active EE | $18,712 | $3,404+449.6% | $5,216+258.8% | $2,645+607.4% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $1 | $791-99.9% | $21,981-100.0% | $733-99.9% |