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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $342,534 |
Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Securities brokerage; Other commissio... | $0 |
Filed as: MORGAN STANLEY PRIVATE BANK N.A. Service code 33 · EIN 22-3458456 | Other services; Other commissions; Se... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,665 | $74,347+58.3% | $93,621+25.7% | $67,579+74.1% |
| Participation rate | 94.5% | 80.6%+13.9pp | 75.8%+18.7pp | 71.3%+23.3pp |
| Annual return | 19.19% | 28.07%-8.9pp | 32.76%-13.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $5,955 | $2,583+130.5% | $2,719+119.0% | $2,148+177.3% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,070-100.0% | $3,539-100.0% |
| Admin fee / account holder | $877 | $123+615.1% | $7,890-88.9% | $142+516.5% |