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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $78,836 |
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 | $56,978 | $89,652-36.4% | $141,191-59.6% | $65,185-12.6% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.5%+6.8pp | 70.2%+19.1pp |
| Annual return | 15.74% | 32.79%-17.0pp | 71.41%-55.7pp | 29.38%-13.6pp |
| Employer contribution / active EE | $2,439 | $3,065-20.4% | $4,736-48.5% | $2,177+12.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $257 | $569-54.8% | $10,264-97.5% | $847-69.7% |