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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $14,181 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,713 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,479 | $73,638-4.3% | $95,952-26.5% | $73,488-4.1% |
| Participation rate | 79.4% | 76.2%+3.3pp | 77.1%+2.4pp | 70.7%+8.8pp |
| Annual return | 12.55% | 16.78%-4.2pp | 91.61%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $409 | $1,863-78.0% | $2,541-83.9% | $2,270-82.0% |
| Participant deferral / active EE | $3,141 | $3,617-13.1% | $4,167-24.6% | $3,740-16.0% |
| Admin fee / account holder | $103 | $482-78.7% | $6,795-98.5% | $513-80.0% |