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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $65,139 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,530 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,002 | $71,142-38.1% | $119,609-63.2% | $64,808-32.1% |
| Participation rate | 74.0% | 78.6%-4.6pp | 79.3%-5.3pp | 71.5%+2.5pp |
| Annual return | -15.92% | -10.01%-5.9pp | -14.97%-1.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $406 | $2,497-83.7% | $4,232-90.4% | $2,506-83.8% |
| Participant deferral / active EE | $2,738 | $4,490-39.0% | $5,602-51.1% | $4,310-36.5% |
| Admin fee / account holder | $230 | $162+41.6% | $10,323-97.8% | $188+22.3% |