Filed January 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 16 · EIN 13-2919773 | Consulting | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $409,661-100.0% | $733,756-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 1.7%-1.7pp |
| Annual return | 15.35% | 13.37%+2.0pp | 8.35%+7.0pp | 627.08%-611.7pp |
| Employer contribution / active EE | $25,357 | $19,895+27.5% | $27,010-6.1% | $18,824+34.7% |
| Participant deferral / active EE | $0 | $0 | $180-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,421-100.0% | $1,923-100.0% |