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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $41,040 |
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $33,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,187 |
TRAILBREAKER ACCOUNTING1 year Service code 10 · EIN 39-3265760 | Accounting | $8,500 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,258 | $185,312-1.1% | $161,489+13.5% | $154,746+18.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 14.61% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $158,406 | $4,769+3221.5% | $4,268+3611.2% | $4,379+3517.3% |
| Participant deferral / active EE | $236,096 | $6,350+3618.2% | $5,630+4093.6% | $6,730+3407.9% |
| Admin fee / account holder | $539 | $18,654-97.1% | $16,006-96.6% | $14,365-96.3% |