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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $122,488 |
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 | $47,472 | $63,905-25.7% | $74,184-36.0% | $57,658-17.7% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 5.26% | 60.60%-55.3pp | 17.74%-12.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $1,920 | $1,840+4.3% | $2,370-19.0% | $1,974-2.7% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $317 | $91+248.4% | $5,586-94.3% | $95+235.7% |