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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,764 | $52,884+26.2% | $84,753-21.2% | $55,167+21.0% |
| Participation rate | 96.0% | 67.5%+28.5pp | 76.6%+19.4pp | 69.0%+27.0pp |
| Annual return | 7.81% | 18.03%-10.2pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,748 | $2,233+23.0% | $3,574-23.1% | $1,963+40.0% |
| Participant deferral / active EE | $5,636 | $2,644+113.2% | $3,712+51.8% | $3,054+84.5% |
| Admin fee / account holder | $204 | $581-64.9% | $5,333-96.2% | $504-59.5% |