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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,915 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,530 |
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 | $106,409 | $48,078+121.3% | $78,676+35.2% | $62,881+69.2% |
| Participation rate | 98.5% | 65.2%+33.3pp | 73.6%+24.9pp | 69.3%+29.2pp |
| Annual return | 8.54% | 31.36%-22.8pp | 62.19%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,601 | $2,015+178.0% | $2,850+96.5% | $2,281+145.6% |
| Participant deferral / active EE | $7,397 | $2,587+185.9% | $3,517+110.3% | $3,203+131.0% |
| Admin fee / account holder | $35 | $3,206-98.9% | $4,510-99.2% | $4,296-99.2% |