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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $24,224 |
PENSION INC.2+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $15,897 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,057 | $60,349-8.8% | $74,184-25.8% | $62,881-12.4% |
| Participation rate | 83.7% | 72.7%+11.0pp | 76.6%+7.1pp | 69.3%+14.4pp |
| Annual return | 7.84% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $259 | $1,680-84.6% | $2,370-89.1% | $2,281-88.6% |
| Participant deferral / active EE | $2,435 | $2,856-14.8% | $3,550-31.4% | $3,203-24.0% |
| Admin fee / account holder | $411 | $4,261-90.4% | $5,586-92.6% | $4,296-90.4% |