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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 ONE PENN PLAZA · NEW YORK, NY 10119 | Investment Management | $8,201 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -1.03% | -1.47%+0.4pp | -0.97%-0.1pp | 2.81%-3.8pp |
| Employer contribution / active EE | $1,748 | $13,250-86.8% | $22,441-92.2% | $16,358-89.3% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |