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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Services | $237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,190 | $43,717-8.1% | $81,473-50.7% | $77,958-48.4% |
| Participation rate | 8.0% | 42.5%-34.5pp | 68.0%-59.9pp | 71.6%-63.6pp |
| Annual return | 18.33% | 23.83%-5.5pp | 38.78%-20.5pp | 20.87%-2.5pp |
| Employer contribution / active EE | $129 | $919-86.0% | $2,568-95.0% | $2,310-94.4% |
| Participant deferral / active EE | $527 | $1,783-70.4% | $3,537-85.1% | $3,537-85.1% |
| Admin fee / account holder | $13 | $108-88.2% | $4,561-99.7% | $97-86.9% |