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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) | $32,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,521 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,085 | $201,372-58.2% | $184,260-54.4% | $145,884-42.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 11.17% | 29.04%-17.9pp | 28.84%-17.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $10,123 | $7,024+44.1% | $6,427+57.5% | $4,662+117.1% |
| Participant deferral / active EE | $19,096 | $9,808+94.7% | $9,133+109.1% | $6,690+185.5% |
| Admin fee / account holder | $219 | $16,362-98.7% | $13,898-98.4% | $13,392-98.4% |