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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $31,148 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,622 |
HICKS PENSION SERVICES2 years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-2158860 | Contract Administrator | $11,160 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $103,438 | $80,748+28.1% | $102,383+1.0% | $74,429+39.0% |
| Participation rate | 92.0% | 65.7%+26.3pp | 74.5%+17.5pp | 67.2%+24.8pp |
| Annual return | 15.12% | 27.57%-12.5pp | 24.94%-9.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $7,263 | $3,159+129.9% | $3,870+87.7% | $2,625+176.7% |
| Participant deferral / active EE | $10,846 | $3,861+180.9% | $5,060+114.4% | $4,348+149.4% |
| Admin fee / account holder | $328 | $2,371-86.1% | $8,391-96.1% | $1,944-83.1% |