Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,718 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $16,713 |
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 | $47,358 | $60,261-21.4% | $81,783-42.1% | $74,546-36.5% |
| Participation rate | 39.2% | 62.9%-23.7pp | 72.4%-33.2pp | 67.2%-28.0pp |
| Annual return | 12.95% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,880 | $3,388-44.5% | $4,320-56.5% | $4,347-56.8% |
| Admin fee / account holder | $177 | $1,482-88.1% | $7,380-97.6% | $1,944-90.9% |