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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $9,931 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,800 |
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 | $15,987 | $84,784-81.1% | $98,462-83.8% | $74,473-78.5% |
| Participation rate | 95.1% | 81.5%+13.6pp | 75.2%+20.0pp | 70.7%+24.4pp |
| Annual return | 17.04% | 20.59%-3.6pp | 21.17%-4.1pp | 34.36%-17.3pp |
| Employer contribution / active EE | $2,950 | $3,364-12.3% | $3,049-3.2% | $2,638+11.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $26 | $204-87.5% | $8,875-99.7% | $347-92.6% |