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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $25,538 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $571,436 | $101,752+461.6% | $164,928+246.5% | $80,911+606.3% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 5.84% | 16.73%-10.9pp | 70.08%-64.2pp | 35.63%-29.8pp |
| Employer contribution / active EE | $46,691 | $2,953+1481.0% | $4,343+975.0% | $2,756+1594.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,580 | $8,218-32.1% | $12,684-56.0% | $6,935-19.5% |