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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $92,372 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Securities brokerage; Other services;... | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Securities brokerage; Other commissio... | $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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 6.45% | 10.60%-4.1pp | -2.84%+9.3pp | 627.08%-620.6pp |
| Employer contribution / active EE | $5,993 | $19,729-69.6% | $33,329-82.0% | $18,824-68.2% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |