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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $51,368 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,811 | $70,002+21.2% | $115,037-26.3% | $52,331+62.1% |
| Participation rate | 98.4% | 72.1%+26.3pp | 81.4%+17.0pp | 68.1%+30.3pp |
| Annual return | 3.25% | 4.04%-0.8pp | 26.14%-22.9pp | 4.54%-1.3pp |
| Employer contribution / active EE | $979 | $2,715-64.0% | $4,608-78.8% | $1,882-48.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $200 | $566-64.6% | $8,175-97.6% | $592-66.1% |