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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $110,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | $93,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,505 | $110,282-65.1% | $102,434-62.4% | $199,960-80.7% |
| Participation rate | 80.0% | 86.3%-6.2pp | 76.5%+3.5pp | 72.0%+8.0pp |
| Annual return | 16.25% | 35.75%-19.5pp | 29.46%-13.2pp | 34.28%-18.0pp |
| Employer contribution / active EE | $987 | $3,603-72.6% | $3,023-67.3% | $3,036-67.5% |
| Participant deferral / active EE | $4,598 | $6,376-27.9% | $5,055-9.0% | $5,087-9.6% |
| Admin fee / account holder | $160 | $122+30.8% | $9,462-98.3% | $269-40.6% |