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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $15,708 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $219,249-100.0% | $219,249-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 35.3%-35.3pp | 30.0%-30.0pp | 48.7%-48.7pp |
| Annual return | -1.51% | -2.10%+0.6pp | 1.50%-3.0pp | -2.16%+0.7pp |
| Employer contribution / active EE | $3,856 | $41,887-90.8% | $37,746-89.8% | $42,949-91.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $87-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,572-100.0% |