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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $17,075 |
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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 | $157,995-100.0% | $157,995-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 44.8%-44.8pp | 41.3%-41.3pp | 46.4%-46.4pp |
| Annual return | -4.95% | -3.98%-1.0pp | 83.75%-88.7pp | -82.67%+77.7pp |
| Employer contribution / active EE | $860 | $46,471-98.1% | $41,592-97.9% | $43,771-98.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $77-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $678-100.0% | $678-100.0% | $11,204-100.0% |