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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
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 | $33,624 | $33,745-0.4% | $64,105-47.5% | $55,191-39.1% |
| Participation rate | 78.5% | 59.4%+19.1pp | 68.2%+10.3pp | 69.2%+9.3pp |
| Annual return | 3.75% | 4.95%-1.2pp | 791.24%-787.5pp | 10.78%-7.0pp |
| Employer contribution / active EE | $617 | $641-3.7% | $1,820-66.1% | $1,899-67.5% |
| Participant deferral / active EE | $1,952 | $1,929+1.2% | $2,822-30.8% | $3,046-35.9% |
| Admin fee / account holder | $29 | $94-69.2% | $4,499-99.4% | $91-68.0% |