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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $76,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,144 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,756 | $62,267-42.6% | $110,238-67.6% | $55,725-35.8% |
| Participation rate | 78.7% | 78.1%+0.6pp | 79.8%-1.1pp | 70.9%+7.9pp |
| Annual return | -5.60% | -1.07%-4.5pp | 314.74%-320.3pp | 244.93%-250.5pp |
| Employer contribution / active EE | $347 | $1,941-82.1% | $3,826-90.9% | $2,078-83.3% |
| Participant deferral / active EE | $1,953 | $3,516-44.5% | $4,672-58.2% | $3,356-41.8% |
| Admin fee / account holder | $157 | $121+29.8% | $8,547-98.2% | $115+36.2% |