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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ 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 | $29,134 | $58,888-50.5% | $178,499-83.7% | $73,493-60.4% |
| Participation rate | 77.9% | 66.2%+11.7pp | 81.9%-4.0pp | 70.7%+7.2pp |
| Annual return | 5.68% | 24.86%-19.2pp | 151.10%-145.4pp | 28.51%-22.8pp |
| Employer contribution / active EE | $2,069 | $2,236-7.5% | $5,011-58.7% | $2,270-8.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $337 | $400-15.7% | $13,986-97.6% | $513-34.3% |