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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $12,965 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,212 | $57,976-34.1% | $63,018-39.4% | $62,293-38.7% |
| Participation rate | 53.8% | 75.9%-22.1pp | 74.8%-21.0pp | 69.5%-15.7pp |
| Annual return | 11.04% | 17.54%-6.5pp | 87.62%-76.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $846 | $2,415-64.9% | $2,761-69.3% | $2,042-58.6% |
| Participant deferral / active EE | $2,671 | $2,956-9.6% | $3,330-19.8% | $3,169-15.7% |
| Admin fee / account holder | $6 | $276-98.0% | $3,601-99.8% | $479-98.8% |