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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,530 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $15,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,141 | $58,264-29.4% | $86,617-52.5% | $71,495-42.5% |
| Participation rate | 40.8% | 65.0%-24.1pp | 71.7%-30.9pp | 67.9%-27.1pp |
| Annual return | 15.65% | 21.63%-6.0pp | 591.91%-576.3pp | 28.85%-13.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,283 | $3,436-33.6% | $4,437-48.6% | $4,291-46.8% |
| Admin fee / account holder | $149 | $1,057-85.9% | $5,613-97.3% | $1,588-90.6% |