Filed October 4, 2024 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $24,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,701 | $54,355-14.1% | $82,744-43.6% | $68,486-31.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.04% | -13.67%-2.4pp | 702.22%-718.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $5,305 | $2,219+139.1% | $3,008+76.4% | $2,597+104.3% |
| Participant deferral / active EE | $4,764 | $3,246+46.7% | $4,395+8.4% | $4,028+18.3% |
| Admin fee / account holder | $169 | $4,397-96.2% | $5,325-96.8% | $5,404-96.9% |