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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $70,851 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other services; Other commissions; Se... | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other commissions; Securities brokera... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -5.48% | -1.56%-3.9pp | -3.43%-2.1pp | 2.81%-8.3pp |
| Employer contribution / active EE | $3,128 | $14,048-77.7% | $25,607-87.8% | $16,358-80.9% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |