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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) | $199,048 |
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 | $139,628 | $79,223+76.2% | $102,460+36.3% | $74,478+87.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 20.39% | 54.98%-34.6pp | 29.47%-9.1pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $8,923 | $2,363+277.6% | $3,025+195.0% | $2,626+239.8% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $644 | $2,003-67.8% | $9,460-93.2% | $1,946-66.9% |