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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $20,412 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,170 | $59,467+9.6% | $93,727-30.5% | $74,478-12.5% |
| Participation rate | 53.0% | 59.6%-6.6pp | 68.7%-15.7pp | 67.2%-14.2pp |
| Annual return | 10.68% | 82.14%-71.5pp | 133.83%-123.1pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $2,016 | $1,267+59.1% | $2,421-16.8% | $2,626-23.3% |
| Participant deferral / active EE | $4,593 | $3,052+50.5% | $4,417+4.0% | $4,350+5.6% |
| Admin fee / account holder | $305 | $3,028-89.9% | $8,292-96.3% | $1,946-84.3% |