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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,400 | $70,002+264.8% | $115,037+122.0% | $52,331+388.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.83% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $9,234 | $2,715+240.1% | $4,608+100.4% | $1,882+390.7% |
| Participant deferral / active EE | $4,468 | $4,920-9.2% | $6,026-25.9% | $3,022+47.8% |
| Admin fee / account holder | $116 | $566-79.5% | $8,175-98.6% | $592-80.4% |