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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $13,163 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,085 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,462 | $92,186-80.0% | $105,624-82.5% | $77,762-76.3% |
| Participation rate | 83.9% | 81.0%+2.8pp | 75.3%+8.6pp | 70.6%+13.3pp |
| Annual return | 13.94% | 17.83%-3.9pp | 116.20%-102.3pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,608 | $3,376-22.7% | $3,168-17.7% | $2,728-4.4% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $31 | $219-86.0% | $10,961-99.7% | $433-92.9% |