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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 70 · EIN 26-4310632 | Consulting Fees | $57,169 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 70 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Consulting Fees | $18,042 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,834 |
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 | $100,506 | $79,519+26.4% | $95,952+4.7% | $73,409+36.9% |
| Participation rate | 98.0% | 81.2%+16.8pp | 77.1%+20.9pp | 72.2%+25.8pp |
| Annual return | 10.78% | 19.20%-8.4pp | 91.61%-80.8pp | 59.29%-48.5pp |
| Employer contribution / active EE | $3,580 | $2,048+74.8% | $2,541+40.9% | $2,234+60.3% |
| Participant deferral / active EE | $5,391 | $4,138+30.3% | $4,167+29.4% | $3,805+41.7% |
| Admin fee / account holder | $268 | $184+45.5% | $6,795-96.1% | $158+69.8% |