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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $81,891 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $80,000 |
MID ATLANTIC CAPITAL CORPORATION9+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,869 | $95,274+54.2% | $135,903+8.1% | $74,419+97.4% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 15.95% | 32.77%-16.8pp | 68.23%-52.3pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,261 | $3,874-67.5% | $4,856-74.0% | $2,637-52.2% |
| Participant deferral / active EE | $11,488 | $7,782+47.6% | $7,758+48.1% | $4,528+153.7% |
| Admin fee / account holder | $328 | $266+23.2% | $10,762-97.0% | $348-5.8% |