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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $92,249 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other services; Securities brokerage;... | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.31% | -2.68%-4.6pp | 12.68%-20.0pp | -0.69%-6.6pp |
| Employer contribution / active EE | $3,489 | $18,045-80.7% | $22,860-84.7% | $16,786-79.2% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |