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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 | $76,383-12.1% | $121,663-44.8% | $64,340+4.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | 7.18% | 16.98%-9.8pp | 147.54%-140.4pp | 24.14%-17.0pp |
| Employer contribution / active EE | $4,037 | $1,943+107.8% | $3,020+33.7% | $1,862+116.8% |
| Participant deferral / active EE | $1,672 | $3,149-46.9% | $4,887-65.8% | $2,980-43.9% |
| Admin fee / account holder | $375 | $4,142-90.9% | $14,289-97.4% | $3,703-89.9% |