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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 | Other Services | $25,066 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES LL Service code 64 · EIN 04-3581074 | Recordkeeping Fees | $900 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $37,025 | $70,002-47.1% | $115,038-67.8% | $52,331-29.2% |
| Participation rate | 52.3% | 72.1%-19.8pp | 81.4%-29.1pp | 68.1%-15.8pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $381 | $2,715-86.0% | $4,608-91.7% | $1,882-79.8% |
| Participant deferral / active EE | $3,060 | $4,920-37.8% | $6,026-49.2% | $3,022+1.2% |
| Admin fee / account holder | $5 | $566-99.0% | $8,175-99.9% | $592-99.1% |