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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 500 LEE STREET · CHARLESTON, WV 25301 | Advisory (Plan) | $25,796 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,414 | $55,453-72.2% | $170,435-91.0% | $62,293-75.3% |
| Participation rate | 88.7% | 66.4%+22.3pp | 83.6%+5.1pp | 69.5%+19.1pp |
| Annual return | 10.89% | 21.38%-10.5pp | 205.94%-195.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $2,206 | $2,164+2.0% | $5,432-59.4% | $2,042+8.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $186 | $455-59.2% | $13,881-98.7% | $479-61.3% |