Filed February 29, 2024 (most recent of 10 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $142,962 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 15.68% | 10.61%+5.1pp | 9.52%+6.2pp | 627.08%-611.4pp |
| Employer contribution / active EE | $8,696 | $21,392-59.4% | $41,951-79.3% | $18,824-53.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |