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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 3102 WEST END AVENUE STE 200 · NASHVILLE, TN 37203 | Securities Custodian | $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 | $27,714 | $47,977-42.2% | $154,111-82.0% | $56,287-50.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | 11.37% | 3.54%+7.8pp | 735.18%-723.8pp | -9.96%+21.3pp |
| Employer contribution / active EE | $2,610 | $2,169+20.4% | $5,298-50.7% | $2,111+23.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $344 | $438-21.5% | $13,411-97.4% | $521-34.0% |