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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 10 S RIVERSIDE PLAZA · CHICAGO, IL 60606 | Actuarial | $13,368 |
Service code 29 320 S CANAL ST · CHICAGO, IL 60606 | Legal | $7,790 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 7811 UNIVERSITY POINTE DRIVE · FT. MYERS, FL 33907 | Advisory (Plan) | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $273,772-100.0% | $255,499-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 32.7%-32.7pp | 34.1%-34.1pp |
| Annual return | -8.71% | 6.69%-15.4pp | 6.84%-15.6pp | 13.02%-21.7pp |
| Employer contribution / active EE | $0 | $31,317-100.0% | $29,902-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |