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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $71,137 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other commissions; Securities brokera... | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other services; Securities brokerage;... | $0 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.95% | 16.85%-10.9pp | 5.44%+0.5pp | 11.88%-5.9pp |
| Employer contribution / active EE | $3,903 | $10,313-62.2% | $25,481-84.7% | $14,612-73.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |