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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ 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 | $39,181 | $37,044+5.8% | $71,796-45.4% | $57,658-32.0% |
| Participation rate | 83.7% | 61.1%+22.6pp | 69.1%+14.6pp | 70.2%+13.5pp |
| Annual return | 12.01% | 12.64%-0.6pp | 78.04%-66.0pp | 5.13%+6.9pp |
| Employer contribution / active EE | $703 | $720-2.4% | $1,924-63.5% | $1,974-64.4% |
| Participant deferral / active EE | $2,149 | $1,974+8.8% | $2,794-23.1% | $3,061-29.8% |
| Admin fee / account holder | $56 | $101-44.2% | $4,815-98.8% | $95-40.4% |