Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $102,637 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY NA Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY TRUST Service code 33 · EIN 22-3458456 | Other services; Other commissions; Se... | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 11.35% | 8.82%+2.5pp | 7.69%+3.7pp | 9.89%+1.5pp |
| Employer contribution / active EE | $7,722 | $12,837-39.9% | $28,501-72.9% | $14,313-46.1% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |