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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 20 · EIN 59-2518466 | Trustee (individual) | $114,146 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 20 · EIN 59-1237041 | Trustee (individual) | $56,675 |
WELLS FARGO BANK, N.A.1+ years Service code 20 · EIN 94-1347393 | Trustee (individual) | $6,933 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,318 | $57,921-54.6% | $84,753-68.9% | $57,658-54.4% |
| Participation rate | 99.1% | 72.9%+26.2pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 1.96% | 10.24%-8.3pp | 22.78%-20.8pp | 5.13%-3.2pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $183 | $130+41.2% | $5,333-96.6% | $95+93.7% |