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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 51-0116113 | Advisory (Participants) | $23,224 |
DMJ & CO., PLLC1 year Service code 10 · EIN 56-0570567 | Accounting | $10,000 |
Service code 15 · EIN 20-4006400 | Recordkeeping | $5,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,089 | $83,485-73.5% | $125,192-82.4% | $72,975-69.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.91% | 25.77%-6.9pp | 43.79%-24.9pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,630 | $2,346-30.5% | $3,866-57.8% | $2,440-33.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $318 | $5,518-94.2% | $9,704-96.7% | $5,124-93.8% |