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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $24,198 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,365 | $59,191-8.2% | $76,767-29.2% | $56,289-3.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 8.04% | 6.62%+1.4pp | 2.43%+5.6pp | -9.96%+18.0pp |
| Employer contribution / active EE | $1,770 | $1,759+0.6% | $2,485-28.8% | $2,111-16.2% |
| Participant deferral / active EE | $2,657 | $3,255-18.4% | $3,852-31.0% | $3,350-20.7% |
| Admin fee / account holder | $12 | $489-97.5% | $6,675-99.8% | $521-97.6% |