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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 | $89,054+32.7% | $102,457+15.3% | $77,692+52.1% |
| Participation rate | 98.3% | 80.9%+17.4pp | 76.5%+21.8pp | 70.6%+27.7pp |
| Annual return | 10.79% | 25.02%-14.2pp | 29.41%-18.6pp | 31.25%-20.5pp |
| Employer contribution / active EE | $3,988 | $2,698+47.8% | $3,022+32.0% | $2,726+46.3% |
| Participant deferral / active EE | $6,015 | $5,146+16.9% | $5,054+19.0% | $4,648+29.4% |
| Admin fee / account holder | $400 | $236+69.8% | $9,451-95.8% | $431-7.1% |