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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $172,556 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $83,067 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -4.11% | -0.85%-3.3pp | -1.08%-3.0pp | -7.14%+3.0pp |
| Employer contribution / active EE | $0 | $14,391-100.0% | $35,779-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |