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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $126,526 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN, INC Service code 15 · EIN 91-0675641 | Recordkeeping | $31,027 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182267 | Securities Custodian | $14,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,020 | $48,744+162.6% | $93,696+36.6% | $199,960-36.0% |
| Participation rate | 29.6% | 63.7%-34.1pp | 68.7%-39.1pp | 72.0%-42.4pp |
| Annual return | 13.82% | 15.36%-1.5pp | 133.74%-119.9pp | 34.28%-20.5pp |
| Employer contribution / active EE | $625 | $1,140-45.1% | $2,422-74.2% | $3,036-79.4% |
| Participant deferral / active EE | $1,904 | $2,825-32.6% | $4,417-56.9% | $5,087-62.6% |
| Admin fee / account holder | $393 | $195+101.3% | $8,287-95.3% | $269+45.9% |