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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,274 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,058 | $65,435-26.6% | $86,677-44.6% | $66,914-28.2% |
| Participation rate | 56.3% | 75.5%-19.2pp | 76.6%-20.3pp | 69.8%-13.6pp |
| Annual return | -19.59% | -10.89%-8.7pp | 35.91%-55.5pp | 1.58%-21.2pp |
| Employer contribution / active EE | $199 | $2,153-90.7% | $2,836-93.0% | $2,544-92.2% |
| Participant deferral / active EE | $2,606 | $4,100-36.4% | $4,656-44.0% | $4,237-38.5% |
| Admin fee / account holder | $382 | $642-40.4% | $7,493-94.9% | $593-35.6% |