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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $54,461 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,515 | $65,083-50.0% | $143,788-77.4% | $66,930-51.4% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -13.58% | -11.13%-2.4pp | -0.03%-13.5pp | 1.57%-15.2pp |
| Employer contribution / active EE | $2,944 | $2,361+24.7% | $4,952-40.5% | $2,545+15.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $409 | $502-18.6% | $14,675-97.2% | $593-31.1% |