Filed January 10, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ 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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 14.11% | 11.14%+3.0pp | 8.46%+5.7pp | 9.89%+4.2pp |
| Employer contribution / active EE | $29,205 | $16,887+72.9% | $25,175+16.0% | $14,313+104.0% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |