Filed January 13, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $136,132 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other commissions; Other services; Se... | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | 0.33% | -0.96%+1.3pp | -2.01%+2.3pp | -0.60%+0.9pp |
| Employer contribution / active EE | $4,235 | $6,828-38.0% | $34,453-87.7% | $12,272-65.5% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |