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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,032 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,000 | $104,336-10.9% | $159,474-41.7% | $86,821+7.1% |
| Participation rate | 94.6% | 77.7%+16.8pp | 82.8%+11.7pp | 72.3%+22.3pp |
| Annual return | 16.86% | 26.32%-9.5pp | 263.68%-246.8pp | 97.94%-81.1pp |
| Employer contribution / active EE | $1,797 | $3,451-47.9% | $4,831-62.8% | $2,406-25.3% |
| Participant deferral / active EE | $11,088 | $6,837+62.2% | $7,353+50.8% | $4,132+168.4% |
| Admin fee / account holder | -$42 | $172-124.3% | $10,802-100.4% | $170-124.7% |