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| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $30,738 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,667 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,603-100.0% | $69,890-100.0% | $134,545-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -36.32% | 442.93%-479.3pp | 190.84%-227.2pp | 418.37%-454.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |