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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,898 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,591 |
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $5,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,375 | $81,446+8.5% | $103,374-14.5% | $80,874+9.3% |
| Participation rate | 97.3% | 66.9%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 12.05% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,016 | $3,107-2.9% | $3,869-22.0% | $2,756+9.5% |
| Participant deferral / active EE | $8,852 | $3,870+128.7% | $5,058+75.0% | $4,297+106.0% |
| Admin fee / account holder | $517 | $6,715-92.3% | $8,394-93.8% | $6,935-92.5% |