Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,025 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,835 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,927 | $93,023-72.1% | $77,027-66.3% | $134,493-80.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.13% | 62.61%-78.7pp | 42.32%-58.5pp | 418.01%-434.1pp |
| Employer contribution / active EE | $3,182 | $3,418-6.9% | $2,813+13.1% | $4,740-32.9% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,427-100.0% | $6,400-100.0% |
| Admin fee / account holder | $113 | $6,944-98.4% | $5,425-97.9% | $11,425-99.0% |