Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $25,394 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,141 | $81,870-41.2% | $119,622-59.8% | $68,486-29.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.95% | -23.82%+10.9pp | -14.98%+2.0pp | -7.85%-5.1pp |
| Employer contribution / active EE | $4,150 | $2,692+54.2% | $4,232-1.9% | $2,597+59.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $218 | $6,583-96.7% | $10,328-97.9% | $5,404-96.0% |