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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $66,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,197 | $60,396+24.5% | $111,392-32.5% | $56,289+33.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.9%+21.1pp | 69.9%+30.1pp |
| Annual return | -6.84% | 20.26%-27.1pp | -2.06%-4.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,203 | $3,459-7.4% | $4,328-26.0% | $2,111+51.7% |
| Participant deferral / active EE | $0 | $4,421-100.0% | $5,567-100.0% | $3,350-100.0% |
| Admin fee / account holder | $236 | $610-61.4% | $12,266-98.1% | $521-54.7% |