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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,291 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,103 | $45,382-27.1% | $154,108-78.5% | $75,289-56.0% |
| Participation rate | 51.8% | 65.9%-14.1pp | 83.0%-31.2pp | 72.4%-20.6pp |
| Annual return | 8.74% | -0.47%+9.2pp | 735.21%-726.5pp | -0.04%+8.8pp |
| Employer contribution / active EE | $2,373 | $1,533+54.8% | $5,298-55.2% | $2,405-1.3% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $146 | $89+63.9% | $13,411-98.9% | $102+43.1% |