Filed February 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $39,853 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,859 | $79,184+19.8% | $102,438-7.4% | $74,546+27.2% |
| Participation rate | 70.4% | 74.8%-4.4pp | 76.5%-6.1pp | 67.2%+3.1pp |
| Annual return | 24.72% | 54.95%-30.2pp | 29.37%-4.6pp | 1366.03%-1341.3pp |
| Employer contribution / active EE | $2,141 | $2,362-9.4% | $3,024-29.2% | $2,624-18.4% |
| Participant deferral / active EE | $6,601 | $4,414+49.5% | $5,054+30.6% | $4,347+51.8% |
| Admin fee / account holder | $326 | $2,001-83.7% | $9,448-96.5% | $1,944-83.2% |