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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 | $21,830 |
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 | $98,349 | $46,732+110.5% | $156,551-37.2% | $55,167+78.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 6.84% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $5,639 | $2,105+167.9% | $5,501+2.5% | $1,963+187.3% |
| Participant deferral / active EE | $5,457 | $2,204+147.6% | $4,871+12.0% | $3,054+78.7% |
| Admin fee / account holder | $239 | $418-42.9% | $13,028-98.2% | $504-52.6% |