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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 6700 E PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Advisory (Plan) | $51,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,536 | $93,373+13.0% | $152,473-30.8% | $85,847+22.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 20.08% | 21.84%-1.8pp | 757.59%-737.5pp | 318.61%-298.5pp |
| Employer contribution / active EE | $21,376 | $2,996+613.5% | $4,326+394.2% | $2,565+733.3% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,817-100.0% | $3,952-100.0% |
| Admin fee / account holder | $200 | $13,853-98.6% | $15,811-98.7% | $6,261-96.8% |