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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,410 | $73,638+123.3% | $95,960+71.3% | $73,493+123.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 5.91% | 16.78%-10.9pp | 91.63%-85.7pp | 28.51%-22.6pp |
| Employer contribution / active EE | $8,622 | $1,863+362.8% | $2,541+239.3% | $2,270+279.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $848 | $482+75.9% | $6,797-87.5% | $513+65.3% |