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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 51-0116113 | Consulting | $38,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,889 | $80,781+183.3% | $102,437+123.4% | $74,478+207.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 48.55% | 27.58%+21.0pp | 24.95%+23.6pp | 1370.56%-1322.0pp |
| Employer contribution / active EE | $17,395 | $3,160+450.5% | $3,871+349.4% | $2,626+562.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $245 | $2,372-89.7% | $8,388-97.1% | $1,946-87.4% |