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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $26,255 |
PENSION INC.3+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $16,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $48,390 | $67,602-28.4% | $82,312-41.2% | $70,126-31.0% |
| Participation rate | 88.8% | 72.8%+16.0pp | 76.9%+11.9pp | 69.5%+19.2pp |
| Annual return | 17.82% | 21.57%-3.7pp | 25.88%-8.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $719 | $1,755-59.1% | $2,428-70.4% | $2,343-69.3% |
| Participant deferral / active EE | $2,819 | $2,987-5.6% | $3,706-23.9% | $3,332-15.4% |
| Admin fee / account holder | $345 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |