Filed October 3, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,592 |
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $37,510 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $13,024 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,273 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,167 | $75,284-0.2% | $91,001-17.4% | $69,631+8.0% |
| Participation rate | 95.6% | 80.4%+15.2pp | 75.6%+20.0pp | 70.7%+24.9pp |
| Annual return | 18.80% | 48.40%-29.6pp | 4.60%+14.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,424 | $2,473-2.0% | $2,456-1.3% | $2,032+19.3% |
| Participant deferral / active EE | $6,540 | $3,700+76.8% | $3,547+84.4% | $3,224+102.9% |
| Admin fee / account holder | $239 | $111+116.2% | $5,417-95.6% | $110+116.4% |