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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNER LLC Service code 55 | Other Commissions | $40,565 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,853 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ · NEW YORK, NY 10004 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,797 | $98,727-44.5% | $113,168-51.6% | $85,563-36.0% |
| Participation rate | 92.0% | 80.8%+11.2pp | 76.6%+15.4pp | 66.0%+26.0pp |
| Annual return | 17.71% | 17.43%+0.3pp | 24.27%-6.6pp | 31.51%-13.8pp |
| Employer contribution / active EE | $810 | $2,907-72.1% | $2,975-72.8% | $2,654-69.5% |
| Participant deferral / active EE | $3,063 | $5,424-43.5% | $5,107-40.0% | $4,375-30.0% |
| Admin fee / account holder | $40 | $357-88.9% | $12,068-99.7% | $834-95.2% |