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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $36,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $91,536-100.0% | $130,062-100.0% | $75,177-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 78.5%-78.5pp | 67.2%-67.2pp |
| Annual return | 63.86% | -631.62%+695.5pp | -137.37%+201.2pp | 160.75%-96.9pp |
| Employer contribution / active EE | $37,505 | $2,845+1218.3% | $4,322+767.7% | $2,671+1304.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |