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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,949 | $75,183+67.5% | $123,894+1.7% | $55,167+128.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 18.54% | 19.01%-0.5pp | 47.52%-29.0pp | 169.23%-150.7pp |
| Employer contribution / active EE | $971 | $2,823-65.6% | $4,617-79.0% | $1,963-50.5% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $189 | $663-71.5% | $8,357-97.7% | $504-62.6% |