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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,178 |
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $13,565 |
Service code 27 · EIN 42-1484983 | Advisory (Plan) | $10,395 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $2,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,978 | $50,902-31.3% | $155,534-77.5% | $77,736-55.0% |
| Participation rate | 34.6% | 63.1%-28.5pp | 78.2%-43.6pp | 70.6%-36.0pp |
| Annual return | 12.47% | 34.85%-22.4pp | 64.92%-52.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $335 | $1,991-83.2% | $4,675-92.8% | $2,728-87.7% |
| Participant deferral / active EE | $1,090 | $2,824-61.4% | $5,630-80.6% | $4,651-76.6% |
| Admin fee / account holder | $323 | $437-26.1% | $15,900-98.0% | $433-25.4% |