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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 | $65,084+3.0% | $67,681-0.9% | $64,340+4.2% |
| Participation rate | 75.4% | 66.7%+8.7pp | 73.7%+1.7pp | 55.2%+20.2pp |
| Annual return | 13.01% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.1pp |
| Employer contribution / active EE | $1,962 | $2,398-18.2% | $2,678-26.8% | $1,862+5.4% |
| Participant deferral / active EE | $6,181 | $3,210+92.5% | $3,976+55.5% | $2,980+107.4% |
| Admin fee / account holder | $28 | $1,415-98.0% | $6,100-99.5% | $3,703-99.2% |