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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $21,303 |
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 | $92,534 | $46,360+99.6% | $147,618-37.3% | $52,331+76.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.88% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $5,304 | $2,126+149.5% | $5,565-4.7% | $1,882+181.9% |
| Participant deferral / active EE | $4,771 | $2,258+111.4% | $4,895-2.5% | $3,022+57.9% |
| Admin fee / account holder | $198 | $766-74.2% | $11,612-98.3% | $592-66.6% |