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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,752 | $52,346-1.1% | $143,801-64.0% | $78,104-33.7% |
| Participation rate | 94.2% | 72.7%+21.5pp | 80.3%+13.8pp | 74.5%+19.7pp |
| Annual return | -16.42% | -14.19%-2.2pp | -0.04%-16.4pp | 10.90%-27.3pp |
| Employer contribution / active EE | $163 | $2,131-92.4% | $4,952-96.7% | $3,128-94.8% |
| Participant deferral / active EE | $5,804 | $3,800+52.7% | $5,639+2.9% | $5,089+14.0% |
| Admin fee / account holder | $8 | $63-87.1% | $14,680-99.9% | $79-89.7% |