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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $90,598 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other commissions; Other services; Se... | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Securities brokerage; Other commissio... | $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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.68% | 22.74%-9.1pp | 16.78%-3.1pp | 13.95%-0.3pp |
| Employer contribution / active EE | $3,710 | $16,157-77.0% | $26,328-85.9% | $16,598-77.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |