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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2919773 | Investment Management | $169,805 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $411,083-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 30.8%-30.8pp | 0.6%-0.6pp |
| Annual return | 27.60% | 11.45%+16.1pp | 5.50%+22.1pp | 11.45%+16.1pp |
| Employer contribution / active EE | $10,427 | $17,219-39.4% | $28,518-63.4% | $17,219-39.4% |
| Participant deferral / active EE | $0 | $357-100.0% | $818-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $7,663-100.0% | $15,480-100.0% |