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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 51-0116113 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,284 | $65,453-44.6% | $86,691-58.1% | $66,930-45.8% |
| Participation rate | 51.3% | 75.5%-24.2pp | 76.6%-25.3pp | 69.8%-18.6pp |
| Annual return | -18.79% | -10.89%-7.9pp | 35.94%-54.7pp | 1.57%-20.4pp |
| Employer contribution / active EE | $809 | $2,154-62.4% | $2,837-71.5% | $2,545-68.2% |
| Participant deferral / active EE | $2,192 | $4,102-46.6% | $4,656-52.9% | $4,238-48.3% |
| Admin fee / account holder | $32 | $642-95.0% | $7,492-99.6% | $593-94.6% |