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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $26,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,438 |
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 | $94,040 | $209,336-55.1% | $197,124-52.3% | $137,256-31.5% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.39% | 48.09%-31.7pp | 44.34%-28.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $12,117 | $6,591+83.8% | $6,227+94.6% | $4,156+191.5% |
| Participant deferral / active EE | $24,413 | $9,614+153.9% | $9,135+167.3% | $6,407+281.0% |
| Admin fee / account holder | $203 | $17,308-98.8% | $16,298-98.8% | $12,270-98.3% |