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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Custodial (other than securities); In... | $28,531 |
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 | $148,336 | $66,319+123.7% | $93,621+58.4% | $65,186+127.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 19.78% | 42.59%-22.8pp | 32.76%-13.0pp | 29.39%-9.6pp |
| Employer contribution / active EE | $6,871 | $2,013+241.4% | $2,719+152.7% | $2,177+215.6% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $10,174 | $6,900+47.5% | $7,890+28.9% | $847+1100.8% |