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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS Service code 27 · EIN 20-8764829 MORGAN STANLEY SMITH BARNEY, LLC · PURCHASE, NY 10577 | Advisory (Plan) | $1,117 |
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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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 0.00% | 9.92%-9.9pp | 32.33%-32.3pp | 22.81%-22.8pp |
| Employer contribution / active EE | $12,626 | $16,139-21.8% | $33,956-62.8% | $18,290-31.0% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |