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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $27,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,112 | $57,108+29.8% | $94,229-21.3% | $52,331+41.6% |
| Participation rate | 95.1% | 72.9%+22.2pp | 78.8%+16.4pp | 68.1%+27.0pp |
| Annual return | -0.04% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,769 | $1,735+1.9% | $3,587-50.7% | $1,882-6.0% |
| Participant deferral / active EE | $5,092 | $3,040+67.5% | $4,320+17.9% | $3,022+68.5% |
| Admin fee / account holder | $200 | $546-63.5% | $6,269-96.8% | $592-66.2% |