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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 2200 WEST LOOOP SOUTH · HOUSTON, TX 77027 | Advisory (Plan) | $109,524 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$73,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,599 | $54,890-2.4% | $63,244-15.3% | $59,188-9.4% |
| Participation rate | 52.1% | 75.6%-23.5pp | 71.0%-19.0pp | 69.4%-17.3pp |
| Annual return | 0.25% | 4.56%-4.3pp | -70.31%+70.6pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,145 | $1,831-37.4% | $2,322-50.7% | $2,098-45.4% |
| Participant deferral / active EE | $2,164 | $2,803-22.8% | $2,953-26.7% | $3,265-33.7% |
| Admin fee / account holder | $38 | $66-42.6% | $5,893-99.4% | $92-58.9% |