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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 7755 MONTGOMERY ROAD - 2ND FLOOR · CINCINNATI, OH 45236 | Advisory (Plan) | $16,426 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 14.35% | 9.92%+4.4pp | 32.33%-18.0pp | 22.81%-8.5pp |
| Employer contribution / active EE | $6,562 | $16,139-59.3% | $33,960-80.7% | $18,290-64.1% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |