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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 | $73,532+266.2% | $178,505+50.9% | $74,478+261.6% |
| Participation rate | 40.8% | 66.6%-25.8pp | 77.1%-36.3pp | 67.2%-26.5pp |
| Annual return | 14.10% | 17.49%-3.4pp | 27.16%-13.1pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $3,817 | $2,221+71.9% | $3,955-3.5% | $2,626+45.3% |
| Participant deferral / active EE | $14,311 | $4,519+216.7% | $6,280+127.9% | $4,350+229.0% |
| Admin fee / account holder | $706 | $1,813-61.0% | $10,428-93.2% | $1,946-63.7% |