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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 | $64,705+3.7% | $62,929+6.6% | $67,986-1.3% |
| Participation rate | 75.4% | 65.6%+9.8pp | 73.1%+2.3pp | 57.2%+18.2pp |
| Annual return | 13.01% | 20.31%-7.3pp | 1063.93%-1050.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $1,962 | $2,376-17.4% | $2,505-21.7% | $2,019-2.8% |
| Participant deferral / active EE | $6,181 | $3,198+93.3% | $3,888+59.0% | $3,358+84.1% |
| Admin fee / account holder | $28 | $1,428-98.0% | $5,065-99.4% | $3,203-99.1% |