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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $29,603 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 19.27% | 38.09%-18.8pp | -100.31%+119.6pp | 16.32%+2.9pp |
| Employer contribution / active EE | $3,664 | $10,322-64.5% | $18,686-80.4% | $17,007-78.5% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |