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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $91,095 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,539 |
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.
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 | $118,165 | $89,093+32.6% | $102,434+15.4% | $77,736+52.0% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 10.79% | 25.03%-14.2pp | 29.46%-18.7pp | 31.26%-20.5pp |
| Employer contribution / active EE | $3,988 | $2,699+47.7% | $3,023+31.9% | $2,728+46.2% |
| Participant deferral / active EE | $6,015 | $5,147+16.9% | $5,055+19.0% | $4,651+29.3% |
| Admin fee / account holder | $400 | $236+69.6% | $9,462-95.8% | $433-7.7% |