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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 | $30,174 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,111 | $116,412-44.1% | $156,181-58.3% | - |
| Participation rate | 100.0% | 77.9%+22.1pp | 78.8%+21.2pp | - |
| Annual return | 13.12% | 16.48%-3.4pp | 64.87%-51.8pp | - |
| Employer contribution / active EE | $4,718 | $2,587+82.4% | $4,294+9.9% | - |
| Participant deferral / active EE | $0 | $4,514-100.0% | $6,132-100.0% | - |
| Admin fee / account holder | $257 | $18,889-98.6% | $14,586-98.2% | - |