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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $9,233 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $12,831-100.0% | $19,623-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 12.5%-12.5pp | 4.3%-4.3pp |
| Annual return | -3.19% | -1.47%-1.7pp | -0.97%-2.2pp | 2.81%-6.0pp |
| Employer contribution / active EE | $1,452 | $13,250-89.0% | $22,441-93.5% | $16,358-91.1% |
| Participant deferral / active EE | $0 | $36-100.0% | $183-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,461-100.0% | $2,730-100.0% | $1,639-100.0% |