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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $30,083 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,636 | $65,376+105.9% | $87,104+54.6% | $65,185+106.5% |
| Participation rate | 61.2% | 75.3%-14.1pp | 76.9%-15.7pp | 70.2%-9.0pp |
| Annual return | 25.33% | 31.27%-5.9pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,156 | $3,388+52.2% | $4,048+27.4% | $3,514+46.7% |
| Admin fee / account holder | $310 | $520-40.4% | $7,491-95.9% | $847-63.5% |