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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 27 · EIN 20-8764829 MORGAN STANLEY SMITH BARNEY, LLC · PURCHASE, NY 10577 | Advisory (Plan) | $16,033 |
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Participant 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 | $0 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 6.08% | 8.50%-2.4pp | 8.43%-2.3pp | 9.16%-3.1pp |
| Employer contribution / active EE | $9,525 | $15,334-37.9% | $29,249-67.4% | $19,955-52.3% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |