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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Direct payment from the plan; Custodi... | $29,209 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,376 | $58,093+115.8% | $80,022+56.7% | $56,289+122.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 4.13% | 34.63%-30.5pp | 11.22%-7.1pp | -9.96%+14.1pp |
| Employer contribution / active EE | $5,585 | $1,933+189.0% | $2,468+126.3% | $2,111+164.5% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $9,532 | $623+1431.0% | $6,521+46.2% | $521+1729.7% |