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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $69,994 |
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 | $49,352 | $80,753-38.9% | $136,298-63.8% | $62,293-20.8% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 14.21% | 35.83%-21.6pp | 5156.27%-5142.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $3,052 | $2,884+5.8% | $4,696-35.0% | $2,042+49.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $223 | $525-57.6% | $9,244-97.6% | $479-53.5% |