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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $115,508 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $29,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,308 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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.
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 | $665,038 | $95,438+596.8% | $135,998+389.0% | $74,478+792.9% |
| Participation rate | 98.6% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | -2.97% | 32.61%-35.6pp | 68.37%-71.3pp | 34.37%-37.3pp |
| Employer contribution / active EE | $20,881 | $3,878+438.5% | $4,860+329.7% | $2,637+691.9% |
| Participant deferral / active EE | $15,969 | $7,790+105.0% | $7,761+105.8% | $4,530+252.5% |
| Admin fee / account holder | $323 | $259+24.7% | $10,769-97.0% | $347-7.0% |