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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ 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.)
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 | $26,915 | $52,961-49.2% | $172,755-84.4% | $65,185-58.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 5.59% | 30.12%-24.5pp | 802.94%-797.4pp | 29.38%-23.8pp |
| Employer contribution / active EE | $2,615 | $2,190+19.4% | $5,144-49.2% | $2,177+20.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $330 | $472-30.2% | $13,955-97.6% | $847-61.1% |