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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 26-4310632 545 LONG WHARF DRIVE, 7TH FL · NEW HAVEN, CT 06511 | Direct payment from the plan; Other s... | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 10.55% | 10.09%+0.5pp | 174.94%-164.4pp | 627.08%-616.5pp |
| Employer contribution / active EE | $0 | $12,251-100.0% | $38,590-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |