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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $34,906 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $219,249-100.0% | $219,249-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 35.3%-35.3pp | 30.0%-30.0pp | 48.7%-48.7pp |
| Annual return | -1.35% | -2.10%+0.8pp | 1.50%-2.8pp | -2.16%+0.8pp |
| Employer contribution / active EE | $20,635 | $41,887-50.7% | $37,746-45.3% | $42,949-52.0% |
| Participant deferral / active EE | $0 | $88-100.0% | $87-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,572-100.0% |