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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $100,036 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | -3.13% | -0.69%-2.4pp | -0.77%-2.4pp | -0.69%-2.4pp |
| Employer contribution / active EE | $1,928 | $16,786-88.5% | $29,514-93.5% | $16,786-88.5% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |