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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 | $63,433+5.7% | $63,803+5.1% | $64,097+4.6% |
| Participation rate | 75.4% | 65.0%+10.4pp | 72.7%+2.7pp | 55.2%+20.2pp |
| Annual return | 13.01% | 20.74%-7.7pp | 543.72%-530.7pp | 34.64%-21.6pp |
| Employer contribution / active EE | $1,962 | $2,332-15.9% | $2,532-22.5% | $1,891+3.7% |
| Participant deferral / active EE | $6,181 | $3,119+98.2% | $3,843+60.8% | $3,080+100.7% |
| Admin fee / account holder | $28 | $1,489-98.1% | $5,196-99.5% | $3,454-99.2% |