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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $77,596 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $54,055 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,372 | $148,978-46.7% | $200,582-60.4% | $84,808-6.4% |
| Participation rate | 82.8% | 84.2%-1.5pp | 86.9%-4.1pp | 68.3%+14.4pp |
| Annual return | 14.77% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $76,472 | $7,142+970.7% | $9,331+719.5% | $4,212+1715.8% |
| Admin fee / account holder | $348 | $13,977-97.5% | $16,305-97.9% | $7,344-95.3% |