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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 | $101,795+461.4% | $165,100+246.1% | $80,959+605.8% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.7%+31.1pp |
| Annual return | 5.84% | 16.73%-10.9pp | 70.21%-64.4pp | 35.67%-29.8pp |
| Employer contribution / active EE | $46,691 | $2,954+1480.8% | $4,348+973.8% | $2,757+1593.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,580 | $8,221-32.1% | $12,696-56.0% | $6,925-19.4% |