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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $333,850 |
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.)
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 | $97,527 | $75,284+29.5% | $91,004+7.2% | $69,631+40.1% |
| Participation rate | 94.0% | 80.4%+13.6pp | 75.6%+18.4pp | 70.7%+23.3pp |
| Annual return | 13.45% | 48.40%-34.9pp | 4.60%+8.9pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $5,864 | $2,473+137.1% | $2,456+138.8% | $2,032+188.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $795 | $111+619.3% | $5,417-85.3% | $110+620.2% |