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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 51-0116113 | Advisory (Participants) | $25,580 |
Service code 15 · EIN 20-4006400 | Recordkeeping | $5,644 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,683 | $81,474-70.9% | $133,971-82.3% | $73,493-67.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.52% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $984 | $2,209-55.4% | $3,919-74.9% | $2,270-56.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $242 | $713-66.1% | $8,929-97.3% | $513-52.8% |