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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $52,264 |
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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 | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 9.76% | 6.95%+2.8pp | 8.92%+0.8pp | 8.21%+1.5pp |
| Employer contribution / active EE | $9,764 | $9,078+7.6% | $24,457-60.1% | $13,841-29.5% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |