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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $52,323 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,832 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,754 | $60,545+84.6% | $92,233+21.2% | $69,631+60.5% |
| Participation rate | 50.2% | 72.2%-21.9pp | 76.5%-26.3pp | 70.7%-20.5pp |
| Annual return | 16.39% | 19.71%-3.3pp | 176.28%-159.9pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $1,695 | $2,633-35.6% | $3,679-53.9% | $2,032-16.6% |
| Participant deferral / active EE | $3,623 | $2,828+28.1% | $3,897-7.0% | $3,224+12.4% |
| Admin fee / account holder | $60 | $145-58.9% | $5,194-98.9% | $110-46.1% |