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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 | Advisory (Plan) | $73,124 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,494 | $59,231+37.6% | $90,223-9.7% | $52,331+55.7% |
| Participation rate | 97.7% | 75.0%+22.7pp | 79.0%+18.6pp | 68.1%+29.6pp |
| Annual return | -29.29% | 3.53%-32.8pp | 1.31%-30.6pp | 4.54%-33.8pp |
| Employer contribution / active EE | $11,728 | $3,391+245.9% | $4,378+167.9% | $1,882+523.3% |
| Participant deferral / active EE | $0 | $4,659-100.0% | $5,792-100.0% | $3,022-100.0% |
| Admin fee / account holder | $234 | $515-54.5% | $7,406-96.8% | $592-60.4% |