Filed January 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 9.49% | 7.00%+2.5pp | 4.95%+4.5pp | 8.21%+1.3pp |
| Employer contribution / active EE | $20,706 | $13,750+50.6% | $20,917-1.0% | $13,841+49.6% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |