Filed August 31, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,066 | $80,753-0.9% | $136,294-41.3% | $62,292+28.5% |
| Participation rate | 98.8% | 73.5%+25.2pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 22.96% | 35.83%-12.9pp | 5155.94%-5133.0pp | 28.90%-5.9pp |
| Employer contribution / active EE | $3,274 | $2,884+13.5% | $4,695-30.3% | $2,042+60.3% |
| Participant deferral / active EE | $6,557 | $5,164+27.0% | $6,247+5.0% | $3,169+106.9% |
| Admin fee / account holder | $209 | $525-60.2% | $9,243-97.7% | $479-56.3% |