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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $36,985 |
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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 | $229,060-100.0% | $229,060-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 27.3%-27.3pp | 43.0%-43.0pp |
| Annual return | 10.52% | 7.44%+3.1pp | 7.48%+3.0pp | 259.17%-248.6pp |
| Employer contribution / active EE | $8,889 | $44,612-80.1% | $39,603-77.6% | $41,471-78.6% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,502-100.0% |