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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $37,894 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,789 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,934 | $101,591-44.9% | $147,096-62.0% | $74,429-24.8% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.8pp | 67.2%+17.8pp |
| Annual return | 22.84% | 8746.45%-8723.6pp | 419.75%-396.9pp | 1368.38%-1345.5pp |
| Employer contribution / active EE | $3,161 | $3,813-17.1% | $4,936-36.0% | $2,625+20.4% |
| Participant deferral / active EE | $8,771 | $7,302+20.1% | $8,071+8.7% | $4,348+101.7% |
| Admin fee / account holder | $544 | $1,750-68.9% | $13,005-95.8% | $1,944-72.0% |