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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 225 W. SANTA CLARA ST., STE 900 · SAN JOSE, CA 95113 | Advisory (Plan) | $88,444 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,825 | $88,324-6.2% | $115,038-28.0% | $55,191+50.1% |
| Participation rate | 99.2% | 72.5%+26.7pp | 81.4%+17.9pp | 69.2%+30.1pp |
| Annual return | 14.39% | 6.30%+8.1pp | 26.14%-11.8pp | 10.78%+3.6pp |
| Employer contribution / active EE | $7,307 | $2,805+160.5% | $4,608+58.6% | $1,899+284.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $252 | $105+139.1% | $8,175-96.9% | $91+177.6% |