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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Securities Custodian | $80,996 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 7647 N. FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $38,429 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,324 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,511 | $63,924-25.7% | $108,582-56.2% | $55,167-13.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 2.66% | 15.31%-12.6pp | -51.70%+54.4pp | 169.23%-166.6pp |
| Employer contribution / active EE | $3,283 | $1,879+74.7% | $3,758-12.6% | $1,963+67.3% |
| Participant deferral / active EE | $453 | $3,067-85.2% | $4,311-89.5% | $3,054-85.2% |
| Admin fee / account holder | $670 | $618+8.4% | $7,645-91.2% | $504+32.9% |