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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 1 FINANCIAL PLAZA · PROVIDENCE, RI 02903 | Investment Management | $45,808 |
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 | $33,044 | $61,338-46.1% | $149,717-77.9% | $71,495-53.8% |
| Participation rate | 99.2% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 10.63% | 35.86%-25.2pp | 134.41%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $3,039 | $2,381+27.6% | $4,820-36.9% | $2,589+17.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $303 | $1,263-76.0% | $13,213-97.7% | $1,588-80.9% |