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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $310,763 |
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 | $214,768 | $100,061+114.6% | $120,344+78.5% | $64,728+231.8% |
| Participation rate | 99.6% | 79.8%+19.8pp | 76.7%+22.9pp | 57.9%+41.7pp |
| Annual return | 10.51% | 16.53%-6.0pp | 20.30%-9.8pp | 49.38%-38.9pp |
| Employer contribution / active EE | $6,381 | $3,112+105.0% | $3,020+111.3% | $2,243+184.5% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $1,012 | $428+136.2% | $12,742-92.1% | $1,145-11.6% |