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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) | $31,832 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,000 |
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 | $65,308 | $57,350+13.9% | $83,850-22.1% | $64,181+1.8% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.3pp |
| Annual return | -5.18% | 11.38%-16.6pp | 850.92%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,903 | $2,545+14.0% | $3,631-20.0% | $2,381+21.9% |
| Participant deferral / active EE | $6,206 | $2,993+107.3% | $4,082+52.0% | $3,470+78.9% |
| Admin fee / account holder | $271 | $4,046-93.3% | $5,478-95.0% | $4,887-94.4% |