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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $29,885 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,422 | $99,078-62.2% | $96,544-61.2% | $74,419-49.7% |
| Participation rate | 85.6% | 80.7%+4.9pp | 76.0%+9.7pp | 70.7%+14.9pp |
| Annual return | 16.01% | 22.48%-6.5pp | 25.84%-9.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $741 | $2,570-71.2% | $2,965-75.0% | $2,637-71.9% |
| Participant deferral / active EE | $2,631 | $4,933-46.7% | $4,851-45.8% | $4,528-41.9% |
| Admin fee / account holder | $12 | $225-94.8% | $8,252-99.9% | $348-96.6% |