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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 15 · EIN 94-1671384 | Recordkeeping | $291,311 |
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 | $81,746 | $62,324+31.2% | $68,509+19.3% | $55,191+48.1% |
| Participation rate | 91.6% | 78.9%+12.7pp | 74.7%+16.8pp | 69.2%+22.4pp |
| Annual return | -2.96% | 4.26%-7.2pp | 8.27%-11.2pp | 10.78%-13.7pp |
| Employer contribution / active EE | $5,623 | $2,223+153.0% | $2,278+146.9% | $1,899+196.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $689 | $91+653.7% | $5,275-86.9% | $91+658.6% |