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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $78,750 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $63,061 |
OLSHAN FROME WOLOSKY LLP1 year Service code 29 · EIN 13-1978173 | Legal | $34,297 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,513 | $75,388+58.5% | $123,553-3.3% | $55,725+114.5% |
| Participation rate | 99.7% | 75.7%+24.0pp | 82.3%+17.4pp | 70.9%+28.8pp |
| Annual return | -1.80% | 4.48%-6.3pp | 119.21%-121.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,242 | $3,063-59.5% | $4,628-73.2% | $2,078-40.2% |
| Participant deferral / active EE | $9,680 | $5,651+71.3% | $6,426+50.6% | $3,356+188.5% |
| Admin fee / account holder | $463 | $120+287.0% | $9,284-95.0% | $115+302.4% |