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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $103,173 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other commissions; Other services; Se... | $0 |
MORGAN STANLEY SMITH BARNEY8+ 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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -13.36% | -3.51%-9.9pp | -5.12%-8.2pp | -5.25%-8.1pp |
| Employer contribution / active EE | $6,630 | $11,313-41.4% | $31,020-78.6% | $15,161-56.3% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |