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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $26,535 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 111 S. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,977 | $51,466+1.0% | $78,778-34.0% | $62,293-16.6% |
| Participation rate | 87.3% | 59.8%+27.5pp | 69.2%+18.1pp | 69.5%+17.8pp |
| Annual return | 16.17% | 19.96%-3.8pp | 35.62%-19.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $748 | $827-9.6% | $1,986-62.3% | $2,042-63.4% |
| Participant deferral / active EE | $3,499 | $2,147+62.9% | $2,958+18.3% | $3,169+10.4% |
| Admin fee / account holder | $219 | $489-55.2% | $5,134-95.7% | $479-54.3% |