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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,025 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $9,522 |
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 | $24,773 | $104,953-76.4% | $84,637-70.7% | $152,909-83.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.04% | 373.94%-358.9pp | 258.82%-243.8pp | 345.46%-330.4pp |
| Employer contribution / active EE | $3,888 | $3,304+17.7% | $2,653+46.5% | $4,764-18.4% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $94 | $6,244-98.5% | $4,914-98.1% | $11,601-99.2% |