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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $85,662 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $269,276 | $73,397+266.9% | $178,014+51.3% | $74,546+261.2% |
| Participation rate | 40.8% | 66.6%-25.8pp | 77.1%-36.3pp | 67.2%-26.4pp |
| Annual return | 14.10% | 17.49%-3.4pp | 294.80%-280.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $3,817 | $2,217+72.1% | $3,950-3.4% | $2,624+45.5% |
| Participant deferral / active EE | $14,311 | $4,512+217.2% | $6,276+128.0% | $4,347+229.2% |
| Admin fee / account holder | $706 | $1,809-61.0% | $10,362-93.2% | $1,944-63.7% |