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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 19 · EIN 39-3707380 | Securities Custodian | $66,283 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 19 · EIN 46-5378846 | Securities Custodian | $38,135 |
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 that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,153 | $93,598+153.4% | $135,974+74.4% | $75,173+215.5% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 6.42% | 30.89%-24.5pp | 68.30%-61.9pp | 160.72%-154.3pp |
| Employer contribution / active EE | $10,308 | $3,538+191.4% | $4,859+112.1% | $2,671+285.9% |
| Participant deferral / active EE | $8,321 | $6,405+29.9% | $7,760+7.2% | $4,126+101.7% |
| Admin fee / account holder | $854 | $6,978-87.8% | $10,767-92.1% | $5,651-84.9% |