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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $50,262 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,274 | $159,106-57.1% | $110,243-38.1% | - |
| Participation rate | 95.2% | 75.5%+19.7pp | 79.8%+15.4pp | - |
| Annual return | -4.04% | -5.88%+1.8pp | 314.76%-318.8pp | - |
| Employer contribution / active EE | $1,767 | $2,751-35.8% | $3,827-53.8% | - |
| Participant deferral / active EE | $2,456 | $3,490-29.6% | $4,672-47.4% | - |
| Admin fee / account holder | $157 | $9,628-98.4% | $8,548-98.2% | - |