Filed February 13, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $39,853 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,859 | $79,223+19.7% | $102,460-7.4% | $74,478+27.4% |
| Participation rate | 70.4% | 74.8%-4.4pp | 76.5%-6.2pp | 67.2%+3.1pp |
| Annual return | 24.72% | 54.98%-30.3pp | 29.47%-4.7pp | 1370.56%-1345.8pp |
| Employer contribution / active EE | $2,141 | $2,363-9.4% | $3,025-29.2% | $2,626-18.5% |
| Participant deferral / active EE | $6,601 | $4,417+49.4% | $5,056+30.6% | $4,350+51.7% |
| Admin fee / account holder | $326 | $2,003-83.7% | $9,460-96.6% | $1,946-83.2% |