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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $124,305 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,799 | $72,770-35.7% | $67,652-30.8% | $55,191-15.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -1.85% | -3.26%+1.4pp | 6625.40%-6627.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,785 | $1,769+0.9% | $2,266-21.2% | $1,899-6.0% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $308 | $79+291.4% | $4,821-93.6% | $91+239.8% |