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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 950 WINTER STREET · WALTHAM, MA 02451 | Advisory (Plan) | $62,199 |
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 | $55,214 | $75,183-26.6% | $123,894-55.4% | $55,167+0.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.54% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $5,000 | $2,823+77.1% | $4,617+8.3% | $1,963+154.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $253 | $663-61.8% | $8,357-97.0% | $504-49.8% |