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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $18,225 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,735 | $80,983+112.1% | $96,544+77.9% | $75,177+128.4% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 12.21% | 27.05%-14.8pp | 25.88%-13.7pp | 160.75%-148.5pp |
| Employer contribution / active EE | $1,084 | $2,282-52.5% | $2,966-63.5% | $2,671-59.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,166 | $6,717+36.5% | $8,254+11.0% | $5,651+62.2% |