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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 20-8764829 5250 N PALM AVE · FRESNO, CA 93704 | Securities Custodian | $108,845 |
Service code 10 · EIN 94-2463125 7040 N MARKS · FRESNO, CA 93711 | Accounting | $10,050 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 1350 TREAT BLVD. · WALNUT CREEK, CA 94597 | Contract Administrator | $6,415 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,512 | $76,383+34.2% | $121,663-15.7% | $64,340+59.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | 12.39% | 16.98%-4.6pp | 147.54%-135.2pp | 24.14%-11.8pp |
| Employer contribution / active EE | $2,563 | $1,943+31.9% | $3,020-15.1% | $1,862+37.7% |
| Participant deferral / active EE | $3,580 | $3,149+13.7% | $4,887-26.8% | $2,980+20.1% |
| Admin fee / account holder | $825 | $4,142-80.1% | $14,289-94.2% | $3,703-77.7% |