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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $95,709 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $6,030 |
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 | $87,547 | $69,159+26.6% | $125,195-30.1% | $67,582+29.5% |
| Participation rate | 70.5% | 78.2%-7.7pp | 79.8%-9.3pp | 71.3%-0.8pp |
| Annual return | 21.83% | 27.12%-5.3pp | 43.79%-22.0pp | 378.57%-356.7pp |
| Employer contribution / active EE | $308 | $2,023-84.8% | $3,866-92.0% | $2,148-85.7% |
| Participant deferral / active EE | $2,288 | $3,700-38.1% | $4,937-53.7% | $3,539-35.4% |
| Admin fee / account holder | $454 | $142+220.4% | $9,704-95.3% | $142+219.2% |