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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES ST WARF 4TH F · BALTIMORE, MD 212319907 | Advisory (Plan) | $13,738 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WARF 4TH F · BALTIMORE, MD 212319907 | Advisory (Plan) | $10,700 |
MCCLAIN SMITH & WENZ PC1+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, STE 10 · TROY, MI 480851285 | Accounting | $4,900 |
Service code 15 · EIN 13-5674085 250 VESEY ST · NEW YORK, NY 10281 | Recordkeeping | $777 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $78,694-100.0% | $67,652-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | -91.71% | 9.46%-101.2pp | 6625.40%-6717.1pp | 282.24%-374.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |