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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,490 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,077 | $41,854+36.4% | $73,836-22.7% | $52,331+9.1% |
| Participation rate | 99.4% | 66.2%+33.1pp | 73.4%+25.9pp | 68.1%+31.3pp |
| Annual return | -2.03% | 2.11%-4.1pp | 2268.06%-2270.1pp | 4.54%-6.6pp |
| Employer contribution / active EE | $3,443 | $1,920+79.3% | $2,787+23.5% | $1,882+83.0% |
| Participant deferral / active EE | $3,005 | $2,498+20.3% | $3,583-16.1% | $3,022-0.6% |
| Admin fee / account holder | $22 | $493-95.6% | $4,882-99.6% | $592-96.4% |