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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPER. Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,615 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $36,450 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $20,334 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 61 | Finders' fees / placement fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,450 | $68,544+65.5% | $115,752-2.0% | $69,631+62.9% |
| Participation rate | 76.7% | 74.0%+2.8pp | 77.8%-1.0pp | 70.7%+6.1pp |
| Annual return | 21.83% | 20.97%+0.9pp | 19.41%+2.4pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $4,095 | $2,400+70.6% | $3,492+17.3% | $2,032+101.5% |
| Participant deferral / active EE | $11,148 | $3,887+186.8% | $5,204+114.2% | $3,224+245.8% |
| Admin fee / account holder | $158 | $90+74.9% | $6,278-97.5% | $110+43.1% |