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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 99 · EIN 51-0116113 | Other Fees | $21,876 |
Service code 13 · EIN 31-1585572 | Contract Administrator | $7,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,403 | $81,494-45.5% | $133,978-66.9% | $73,497-39.6% |
| Participation rate | 89.4% | 76.4%+13.1pp | 79.8%+9.6pp | 70.7%+18.8pp |
| Annual return | 10.66% | 19.40%-8.7pp | 45.10%-34.4pp | 28.51%-17.9pp |
| Employer contribution / active EE | $678 | $2,210-69.3% | $3,919-82.7% | $2,270-70.1% |
| Participant deferral / active EE | $3,394 | $3,787-10.4% | $5,047-32.8% | $3,740-9.3% |
| Admin fee / account holder | $49 | $713-93.1% | $8,930-99.4% | $513-90.4% |