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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $28,682 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,631 | $73,638+214.6% | $95,964+141.4% | $73,497+215.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 52.70% | 16.78%+35.9pp | 91.64%-38.9pp | 28.51%+24.2pp |
| Employer contribution / active EE | $9,017 | $1,863+384.0% | $2,541+254.8% | $2,270+297.2% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $121 | $482-74.9% | $6,797-98.2% | $513-76.4% |