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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $17,285 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,989 |
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 | $61,373 | $69,771-12.0% | $67,524-9.1% | $74,400-17.5% |
| Participation rate | 81.7% | 71.4%+10.3pp | 72.9%+8.8pp | 67.2%+14.5pp |
| Annual return | 18.48% | -40.49%+59.0pp | 3519.41%-3500.9pp | 1367.51%-1349.0pp |
| Employer contribution / active EE | $2,398 | $2,710-11.5% | $2,734-12.3% | $2,624-8.6% |
| Participant deferral / active EE | $6,677 | $3,638+83.5% | $4,001+66.9% | $4,348+53.6% |
| Admin fee / account holder | $27 | $889-97.0% | $4,001-99.3% | $1,944-98.6% |