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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 | $172,111+6.5% | $150,298+21.9% | $137,256+33.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 14.61% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $158,406 | $4,636+3316.7% | $4,154+3713.3% | $4,156+3711.5% |
| Participant deferral / active EE | $236,096 | $6,166+3729.2% | $5,453+4229.9% | $6,407+3585.1% |
| Admin fee / account holder | $539 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |