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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,786 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $15,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,211 | $73,638-22.3% | $95,960-40.4% | $73,493-22.2% |
| Participation rate | 62.7% | 76.2%-13.4pp | 77.1%-14.4pp | 70.7%-8.0pp |
| Annual return | 8.56% | 16.78%-8.2pp | 91.63%-83.1pp | 28.51%-20.0pp |
| Employer contribution / active EE | $904 | $1,863-51.5% | $2,541-64.4% | $2,270-60.2% |
| Participant deferral / active EE | $1,612 | $3,617-55.4% | $4,167-61.3% | $3,740-56.9% |
| Admin fee / account holder | $374 | $482-22.5% | $6,797-94.5% | $513-27.1% |