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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $283,303 |
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 | $154,581 | $59,186+161.2% | $76,768+101.4% | $56,287+174.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 8.24% | 6.62%+1.6pp | 2.43%+5.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $9,248 | $1,759+425.9% | $2,485+272.1% | $2,111+338.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,042 | $489+113.0% | $6,675-84.4% | $521+99.9% |