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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF, 4TH ST. · BALTIMORE, MD 21231 | Other Fees | $62,500 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $59,048 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $290,795 | $104,479+178.3% | $159,474+82.3% | $79,391+266.3% |
| Participation rate | 94.9% | 76.6%+18.3pp | 82.8%+12.1pp | 70.7%+24.2pp |
| Annual return | 15.62% | 67.98%-52.4pp | 263.68%-248.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $369 | $3,417-89.2% | $4,831-92.4% | $2,428-84.8% |
| Participant deferral / active EE | $13,348 | $6,468+106.4% | $7,353+81.5% | $4,046+229.9% |
| Admin fee / account holder | $499 | $711-29.9% | $10,802-95.4% | $627-20.4% |