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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $32,159 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,074 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $211 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,612 | $71,666-50.3% | $117,861-69.8% | $69,631-48.9% |
| Participation rate | 93.3% | 77.5%+15.7pp | 79.7%+13.6pp | 70.7%+22.6pp |
| Annual return | 20.50% | 18.86%+1.6pp | 335.11%-314.6pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,467 | $1,889-22.3% | $3,786-61.3% | $2,032-27.8% |
| Participant deferral / active EE | $5,428 | $3,340+62.5% | $4,482+21.1% | $3,224+68.4% |
| Admin fee / account holder | $26 | $120-78.2% | $8,021-99.7% | $110-76.2% |