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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $61,275 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 99 · EIN 51-0116113 | Other Fees | $17,728 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $189,136 | $84,936+122.7% | $111,297+69.9% | $79,386+138.2% |
| Participation rate | 65.5% | 75.9%-10.3pp | 77.3%-11.8pp | 70.7%-5.2pp |
| Annual return | 22.68% | 17.45%+5.2pp | 54.65%-32.0pp | 116.85%-94.2pp |
| Employer contribution / active EE | $23 | $1,979-98.8% | $2,731-99.2% | $2,427-99.1% |
| Participant deferral / active EE | $7,085 | $3,888+82.2% | $4,487+57.9% | $4,046+75.1% |
| Admin fee / account holder | $67 | $537-87.6% | $7,964-99.2% | $626-89.4% |