Filed November 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,523 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,839 |
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 | $395,918 | $88,890+345.4% | $102,423+286.5% | $77,643+409.9% |
| Participation rate | 90.2% | 80.9%+9.2pp | 76.5%+13.7pp | 70.6%+19.6pp |
| Annual return | 17.57% | 24.98%-7.4pp | 29.32%-11.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $1,215 | $2,698-55.0% | $3,023-59.8% | $2,726-55.4% |
| Participant deferral / active EE | $8,137 | $5,145+58.1% | $5,053+61.0% | $4,647+75.1% |
| Admin fee / account holder | $222 | $235-5.8% | $9,451-97.7% | $430-48.5% |