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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $27,352 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,472 | $60,165+45.4% | $74,184+17.9% | $55,167+58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.28% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-163.9pp |
| Employer contribution / active EE | $8,283 | $1,600+417.8% | $2,370+249.5% | $1,963+322.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $168 | $419-60.0% | $5,586-97.0% | $504-66.7% |