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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $50,460 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $38,981-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.6%-3.6pp |
| Annual return | 13.74% | 14.66%-0.9pp | 11.38%+2.4pp | 11.84%+1.9pp |
| Employer contribution / active EE | $4,575 | $10,832-57.8% | $18,467-75.2% | $17,339-73.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $71-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $786-100.0% | $409-100.0% |