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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $19,973 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $240,976-100.0% | $202,277-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 30.0%-30.0pp | 37.6%-37.6pp |
| Annual return | 10.42% | 8.32%+2.1pp | 8.88%+1.5pp | 9.30%+1.1pp |
| Employer contribution / active EE | $1,611 | $47,428-96.6% | $42,607-96.2% | $43,748-96.3% |
| Participant deferral / active EE | $0 | $46-100.0% | $94-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,086-100.0% | $2,086-100.0% | $12,596-100.0% |