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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $38,392 |
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 | $30,410 | $55,453-45.2% | $170,435-82.2% | $62,293-51.2% |
| Participation rate | 98.4% | 66.4%+32.0pp | 83.6%+14.8pp | 69.5%+28.8pp |
| Annual return | 7.83% | 21.38%-13.5pp | 205.94%-198.1pp | 28.90%-21.1pp |
| Employer contribution / active EE | $2,384 | $2,164+10.2% | $5,432-56.1% | $2,042+16.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $304 | $455-33.2% | $13,881-97.8% | $479-36.6% |