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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $33,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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 | $89,063 | $72,272+23.2% | $101,264-12.0% | $79,858+11.5% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.8%+21.0pp | 69.6%+27.1pp |
| Annual return | 12.39% | 22.30%-9.9pp | 46.48%-34.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $3,303 | $2,692+22.7% | $3,660-9.8% | $2,471+33.7% |
| Participant deferral / active EE | $7,433 | $3,282+126.5% | $4,370+70.1% | $3,740+98.7% |
| Admin fee / account holder | $271 | $4,401-93.8% | $5,947-95.4% | $5,306-94.9% |