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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $95,699 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $4,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,219 | $71,666+35.7% | $117,861-17.5% | $69,631+39.6% |
| Participation rate | 66.0% | 77.5%-11.5pp | 79.7%-13.6pp | 70.7%-4.7pp |
| Annual return | 16.69% | 18.86%-2.2pp | 335.11%-318.4pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $266 | $1,889-85.9% | $3,786-93.0% | $2,032-86.9% |
| Participant deferral / active EE | $2,070 | $3,340-38.0% | $4,482-53.8% | $3,224-35.8% |
| Admin fee / account holder | $514 | $120+327.0% | $8,021-93.6% | $110+365.2% |