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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $15,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,115 | $50,898-62.4% | $171,082-88.8% | $55,167-65.4% |
| Participation rate | 53.7% | 63.3%-9.6pp | 76.7%-23.0pp | 69.0%-15.3pp |
| Annual return | 4.41% | 15.34%-10.9pp | 32.56%-28.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $554 | $1,433-61.4% | $4,002-86.2% | $1,963-71.8% |
| Participant deferral / active EE | $795 | $2,994-73.4% | $4,797-83.4% | $3,054-74.0% |
| Admin fee / account holder | $184 | $500-63.2% | $8,520-97.8% | $504-63.5% |