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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $59,318 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $58,655 |
Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $28,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,112 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $717,222 | $82,163+772.9% | $125,381+472.0% | $64,819+1006.5% |
| Participation rate | 96.1% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | 4.27% | 3.49%+0.8pp | 572.31%-568.0pp | 32.84%-28.6pp |
| Employer contribution / active EE | $19,936 | $3,616+451.3% | $4,815+314.0% | $2,507+695.2% |
| Participant deferral / active EE | $14,953 | $7,175+108.4% | $7,448+100.8% | $4,311+246.9% |
| Admin fee / account holder | $341 | $163+109.2% | $10,007-96.6% | $188+81.8% |