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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $16,290 |
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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 | $186,737-100.0% | $186,737-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 38.0%-38.0pp | 31.3%-31.3pp | 45.9%-45.9pp |
| Annual return | 14.41% | 7.39%+7.0pp | 7.90%+6.5pp | 10.21%+4.2pp |
| Employer contribution / active EE | $2,650 | $46,520-94.3% | $41,695-93.6% | $42,272-93.7% |
| Participant deferral / active EE | $0 | $42-100.0% | $47-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |