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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 | $101,653-45.0% | $147,080-62.0% | $74,459-24.9% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.2%+2.8pp | 67.2%+17.8pp |
| Annual return | 22.84% | 8754.98%-8732.1pp | 420.17%-397.3pp | 1369.70%-1346.9pp |
| Employer contribution / active EE | $3,161 | $3,813-17.1% | $4,933-35.9% | $2,626+20.4% |
| Participant deferral / active EE | $8,771 | $7,304+20.1% | $8,066+8.7% | $4,350+101.7% |
| Admin fee / account holder | $544 | $1,752-68.9% | $12,989-95.8% | $1,945-72.0% |