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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $57,883 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,799 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,804 | $133,958+12.6% | $112,228+34.4% | $134,475+12.1% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -20.86% | 47.11%-68.0pp | 27.45%-48.3pp | 417.96%-438.8pp |
| Employer contribution / active EE | $10,642 | $4,038+163.5% | $3,635+192.8% | $4,740+124.5% |
| Participant deferral / active EE | $14,658 | $5,291+177.1% | $4,728+210.0% | $6,400+129.0% |
| Admin fee / account holder | $22 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |