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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $28,619 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,893 | $84,414-32.6% | $165,100-65.5% | - |
| Participation rate | 100.0% | 69.4%+30.6pp | 78.6%+21.4pp | - |
| Annual return | 8.91% | 13.94%-5.0pp | 70.21%-61.3pp | - |
| Employer contribution / active EE | $4,227 | $2,400+76.1% | $4,348-2.8% | - |
| Participant deferral / active EE | $0 | $4,277-100.0% | $6,035-100.0% | - |
| Admin fee / account holder | $243 | $4,429-94.5% | $12,696-98.1% | - |