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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) | $202,357 |
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 | $153,235 | $100,061+53.1% | $120,344+27.3% | $64,728+136.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.7%+23.3pp | 57.9%+42.1pp |
| Annual return | 10.24% | 16.53%-6.3pp | 20.30%-10.1pp | 49.38%-39.1pp |
| Employer contribution / active EE | $9,391 | $3,112+201.8% | $3,020+210.9% | $2,243+318.7% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $651 | $428+51.9% | $12,742-94.9% | $1,145-43.2% |