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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $307,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,205 | $79,223+157.8% | $102,460+99.3% | $74,478+174.2% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 21.24% | 54.98%-33.7pp | 29.47%-8.2pp | 1370.56%-1349.3pp |
| Employer contribution / active EE | $7,035 | $2,363+197.7% | $3,025+132.6% | $2,626+167.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,018 | $2,003-49.2% | $9,460-89.2% | $1,946-47.7% |