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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $40,857 |
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 | $29,968 | $52,961-43.4% | $172,755-82.7% | $65,185-54.0% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 4.12% | 30.12%-26.0pp | 802.94%-798.8pp | 29.38%-25.3pp |
| Employer contribution / active EE | $2,451 | $2,190+11.9% | $5,144-52.4% | $2,177+12.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $303 | $472-35.8% | $13,955-97.8% | $847-64.3% |