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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $91,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,457 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,870 | $185,342-53.7% | $111,297-22.8% | $86,799-1.1% |
| Participation rate | 92.4% | 81.0%+11.5pp | 77.3%+15.1pp | 72.3%+20.2pp |
| Annual return | 12.85% | 500.80%-487.9pp | 54.65%-41.8pp | 97.91%-85.1pp |
| Employer contribution / active EE | $331 | $2,246-85.3% | $2,731-87.9% | $2,405-86.3% |
| Participant deferral / active EE | $5,695 | $4,458+27.7% | $4,487+26.9% | $4,131+37.9% |
| Admin fee / account holder | $38 | $255-85.2% | $7,964-99.5% | $170-77.7% |