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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $24,241 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,378 | $61,391-35.9% | $149,723-73.7% | $71,529-44.9% |
| Participation rate | 67.5% | 62.5%+4.9pp | 78.8%-11.3pp | 67.9%-0.5pp |
| Annual return | 16.80% | 35.88%-19.1pp | 134.50%-117.7pp | 28.97%-12.2pp |
| Employer contribution / active EE | $1,525 | $2,384-36.0% | $4,821-68.4% | $2,590-41.1% |
| Participant deferral / active EE | $3,097 | $2,921+6.0% | $5,682-45.5% | $4,291-27.8% |
| Admin fee / account holder | $223 | $1,264-82.4% | $13,215-98.3% | $1,588-86.0% |