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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $70,810 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $24,523 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,544 | $65,118+26.8% | $76,768+7.5% | $55,725+48.1% |
| Participation rate | 96.2% | 79.6%+16.6pp | 77.0%+19.3pp | 70.9%+25.4pp |
| Annual return | -6.06% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,870 | $1,941+99.4% | $2,485+55.7% | $2,078+86.2% |
| Participant deferral / active EE | $4,889 | $3,688+32.6% | $3,852+26.9% | $3,356+45.7% |
| Admin fee / account holder | $269 | $116+131.8% | $6,675-96.0% | $115+133.2% |