Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $162,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,742 | $45,022+243.7% | $85,240+81.5% | $200,096-22.7% |
| Participation rate | 95.9% | 45.8%+50.0pp | 67.5%+28.3pp | 72.0%+23.8pp |
| Annual return | 20.19% | 21.00%-0.8pp | 66.75%-46.6pp | 34.26%-14.1pp |
| Employer contribution / active EE | $3,205 | $1,374+133.2% | $2,735+17.2% | $3,038+5.5% |
| Participant deferral / active EE | $23,984 | $2,682+794.2% | $4,527+429.8% | $5,090+371.2% |
| Admin fee / account holder | $26 | $585-95.6% | $6,165-99.6% | $269-90.5% |