Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $143,755 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY - ADVISORY FEE BILLI Service code 16 · EIN 20-8764829 | Consulting | $70,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $109,681 | $50,287+118.1% | $112,228-2.3% | $80,169+36.8% |
| Participation rate | 18.5% | 52.9%-34.4pp | 72.4%-53.9pp | 72.9%-54.4pp |
| Annual return | 18.95% | 19.72%-0.8pp | 30.23%-11.3pp | 40.39%-21.4pp |
| Employer contribution / active EE | $514 | $1,211-57.5% | $3,432-85.0% | $2,978-82.7% |
| Participant deferral / active EE | $1,169 | $2,265-48.4% | $4,800-75.6% | $5,016-76.7% |
| Admin fee / account holder | $400 | $114+252.6% | $7,752-94.8% | $145+176.2% |