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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $310,027 |
Filed as: PRINCIPAL FUNDS Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,639 | $74,024+17.0% | $78,002+11.1% | $57,658+50.3% |
| Participation rate | 90.5% | 79.7%+10.8pp | 75.5%+15.0pp | 70.2%+20.3pp |
| Annual return | 7.24% | 12.14%-4.9pp | 425.99%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $5,499 | $2,365+132.5% | $2,470+122.6% | $1,974+178.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $711 | $93+662.9% | $5,481-87.0% | $95+652.2% |