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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 950 WINTER STREET · WALTHAM, MA 02451 | Advisory (Plan) | $63,406 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,392 | $70,002-19.4% | $115,038-51.0% | $52,331+7.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -3.21% | 4.04%-7.3pp | 26.14%-29.4pp | 4.54%-7.8pp |
| Employer contribution / active EE | $1,852 | $2,715-31.8% | $4,608-59.8% | $1,882-1.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $290 | $566-48.8% | $8,175-96.5% | $592-51.1% |