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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Advisory (Participants) | $36,785 |
PENSION INC.7+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $12,226 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,282 | $77,660-5.6% | $109,143-32.9% | $79,386-7.7% |
| Participation rate | 97.8% | 67.8%+30.0pp | 75.9%+22.0pp | 70.7%+27.1pp |
| Annual return | 13.67% | 23.44%-9.8pp | 25.75%-12.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,319 | $2,797-52.9% | $3,722-64.6% | $2,427-45.7% |
| Participant deferral / active EE | $6,069 | $3,518+72.5% | $4,653+30.4% | $4,046+50.0% |
| Admin fee / account holder | $382 | $732-47.8% | $6,752-94.3% | $626-39.0% |