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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Investment advisory (plan); Custodial... | $51,338 |
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 | $220,841 | $73,019+202.4% | $90,766+143.3% | $68,490+222.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 8.07% | -13.81%+21.9pp | -12.16%+20.2pp | -7.85%+15.9pp |
| Employer contribution / active EE | $9,633 | $2,193+339.3% | $2,922+229.7% | $2,597+271.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,021 | $5,897+290.4% | $8,446+172.6% | $5,403+326.1% |