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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $18,601 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $257,577 | $80,753+219.0% | $136,298+89.0% | $62,293+313.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.57% | 35.83%-23.3pp | 5156.27%-5143.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $8,595 | $2,884+198.0% | $4,696+83.0% | $2,042+320.8% |
| Participant deferral / active EE | $2,917 | $5,164-43.5% | $6,247-53.3% | $3,169-8.0% |
| Admin fee / account holder | $118 | $525-77.5% | $9,244-98.7% | $479-75.4% |