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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 15 333 TEXAS ST. · SHREVEPORT, LA 71101 | Recordkeeping | $25,079 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,460 | $55,472-63.1% | $155,567-86.8% | $74,546-72.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.84% | 268.72%-257.9pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $172 | $2,269-92.4% | $4,674-96.3% | $2,624-93.5% |
| Participant deferral / active EE | $968 | $2,838-65.9% | $5,628-82.8% | $4,347-77.7% |
| Admin fee / account holder | $85 | $1,743-95.1% | $15,916-99.5% | $1,944-95.6% |