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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $90,747 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other commissions; Other services; Se... | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 14.84% | 15.60%-0.8pp | 29.77%-14.9pp | 16.32%-1.5pp |
| Employer contribution / active EE | $6,134 | $11,838-48.2% | $33,607-81.7% | $17,007-63.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |