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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $134,328 |
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 | $159,649 | $61,356+160.2% | $149,696+6.6% | $71,511+123.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.75% | 35.86%-19.1pp | 134.46%-117.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $8,272 | $2,382+247.3% | $4,821+71.6% | $2,589+219.5% |
| Participant deferral / active EE | $5,069 | $2,920+73.6% | $5,682-10.8% | $4,291+18.1% |
| Admin fee / account holder | $1,078 | $1,263-14.7% | $13,212-91.8% | $1,588-32.1% |