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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $77,262 |
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 | $81,801 | $66,180+23.6% | $118,746-31.1% | $62,293+31.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | -3.37% | 60.89%-64.3pp | 24.54%-27.9pp | 28.90%-32.3pp |
| Employer contribution / active EE | $3,170 | $3,183-0.4% | $4,193-24.4% | $2,042+55.2% |
| Participant deferral / active EE | $0 | $4,247-100.0% | $5,332-100.0% | $3,169-100.0% |
| Admin fee / account holder | $259 | $753-65.6% | $10,720-97.6% | $479-45.9% |