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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $169,985 |
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 | $127,384 | $84,936+50.0% | $111,308+14.4% | $79,391+60.5% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.2pp | 70.7%+28.9pp |
| Annual return | 17.21% | 17.45%-0.2pp | 54.67%-37.5pp | 116.88%-99.7pp |
| Employer contribution / active EE | $7,839 | $1,979+296.1% | $2,732+187.0% | $2,428+222.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $596 | $537+11.0% | $7,965-92.5% | $627-4.8% |