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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $21,320 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,053 |
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 | $67,068 | $65,072+3.1% | $66,439+0.9% | $65,306+2.7% |
| Participation rate | 75.4% | 69.1%+6.3pp | 74.5%+0.9pp | 57.7%+17.7pp |
| Annual return | 13.01% | 21.50%-8.5pp | 757.66%-744.6pp | 21.94%-8.9pp |
| Employer contribution / active EE | $1,962 | $2,475-20.8% | $2,637-25.6% | $1,967-0.3% |
| Participant deferral / active EE | $6,181 | $3,234+91.1% | $3,876+59.5% | $2,959+108.9% |
| Admin fee / account holder | $28 | $1,323-97.9% | $6,173-99.5% | $3,480-99.2% |