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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $119,414 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,649 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,617 | $89,904-92.6% | $453,369-98.5% | $86,799-92.4% |
| Participation rate | 95.7% | 75.7%+20.0pp | 78.0%+17.7pp | 72.3%+23.4pp |
| Annual return | 13.26% | 19.72%-6.5pp | 64.40%-51.1pp | 97.91%-84.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $4,070-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,257 | $5,114-55.9% | $6,209-63.6% | $4,131-45.4% |
| Admin fee / account holder | $98 | $156-37.2% | $11,209-99.1% | $170-42.3% |