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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $16,951 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $22,090 | $95,188-76.8% | $76,518-71.1% | $135,380-83.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.28% | 4.85%-8.1pp | -0.27%-3.0pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,248 | $3,303-62.2% | $2,647-52.9% | $4,779-73.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $122 | $6,249-98.0% | $4,849-97.5% | $10,828-98.9% |