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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $31,529 |
KERNUTT STOKES LLP1 year Filed as: KERNUTT STOKES Service code 10 · EIN 93-0396435 1600 EXECUTIVE PKWY 110 · EUGENE, OR 97401 | Accounting | $18,700 |
Service code 15 · EIN 93-1749780 PO BOX 926 · SALEM, OR 97308 | Recordkeeping | $8,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,161 | $77,670-13.5% | $125,529-46.5% | $65,306+2.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 74.7%+25.3pp | 57.7%+42.3pp |
| Annual return | 7.18% | 15.16%-8.0pp | 202.56%-195.4pp | 21.94%-14.8pp |
| Employer contribution / active EE | $4,037 | $2,099+92.3% | $3,058+32.0% | $1,967+105.2% |
| Participant deferral / active EE | $1,672 | $3,095-46.0% | $4,813-65.3% | $2,959-43.5% |
| Admin fee / account holder | $375 | $3,598-89.6% | $16,298-97.7% | $3,480-89.2% |