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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 30-3026776 | Consulting | $108,542 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,589 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,657 | $114,195-50.4% | $106,555-46.8% | $93,010-39.1% |
| Participation rate | 74.7% | 86.4%-11.7pp | 76.1%-1.4pp | 73.9%+0.8pp |
| Annual return | 15.98% | 22.18%-6.2pp | 26.80%-10.8pp | 158.70%-142.7pp |
| Employer contribution / active EE | $2,290 | $4,009-42.9% | $2,819-18.8% | $2,705-15.3% |
| Participant deferral / active EE | $4,546 | $5,908-23.1% | $4,399+3.3% | $4,561-0.3% |
| Admin fee / account holder | $186 | $105+77.5% | $7,408-97.5% | $152+22.5% |