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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,500 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $21,250 |
FID INV INST OPS CO8 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 | $61,273 | $59,312+3.3% | $149,740-59.1% | $103,657-40.9% |
| Participation rate | 92.9% | 70.3%+22.7pp | 78.8%+14.2pp | 73.4%+19.6pp |
| Annual return | 18.42% | 78.03%-59.6pp | 134.51%-116.1pp | 33.13%-14.7pp |
| Employer contribution / active EE | $145 | $2,187-93.4% | $4,821-97.0% | $3,216-95.5% |
| Participant deferral / active EE | $5,995 | $3,719+61.2% | $5,683+5.5% | $5,218+14.9% |
| Admin fee / account holder | $14 | $103-85.9% | $13,222-99.9% | $114-87.3% |