Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $152,936 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,114 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,980 | $68,914+267.1% | $136,749+85.0% | $74,304+240.5% |
| Participation rate | 91.1% | 51.3%+39.7pp | 72.1%+18.9pp | 60.3%+30.7pp |
| Annual return | 15.13% | 16.34%-1.2pp | 24.33%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $8,955 | $1,561+473.5% | $3,400+163.4% | $2,241+299.6% |
| Participant deferral / active EE | $5,312 | $2,541+109.1% | $4,692+13.2% | $3,767+41.0% |
| Admin fee / account holder | $493 | $3,149-84.4% | $11,386-95.7% | $2,969-83.4% |