Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $26,039 |
Service code 13 · EIN 31-1585572 | Contract Administrator | $7,088 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,375 | $86,655-47.6% | $119,622-62.1% | $66,938-32.2% |
| Participation rate | 89.5% | 75.6%+13.9pp | 79.3%+10.2pp | 69.8%+19.7pp |
| Annual return | -11.63% | -8.00%-3.6pp | -14.98%+3.4pp | 1.58%-13.2pp |
| Employer contribution / active EE | $820 | $2,536-67.7% | $4,232-80.6% | $2,545-67.8% |
| Participant deferral / active EE | $4,194 | $4,358-3.8% | $5,601-25.1% | $4,238-1.0% |
| Admin fee / account holder | $49 | $755-93.6% | $10,328-99.5% | $594-91.8% |