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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,981 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.75% | 91.02%-78.3pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $39,220 | $4,890+702.0% | $4,624+748.1% | $4,379+795.6% |
| Participant deferral / active EE | $157,842 | $8,341+1792.4% | $8,004+1872.1% | $6,730+2245.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |