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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 700 MAIN STREET, SUITE #315 · NAPA, CA 94559 | Advisory (Plan) | $145,836 |
LAUTZE & LAUTZE1+ years Service code 10 · EIN 95-2513310 303 SECOND STREET, SUITE 950 · SAN FRANCISCO, CA 94107 | Accounting | $11,900 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,590 | $54,320+20.7% | $67,652-3.0% | $52,331+25.3% |
| Participation rate | 97.8% | 73.6%+24.2pp | 75.7%+22.1pp | 68.1%+29.7pp |
| Annual return | -1.75% | 6.81%-8.6pp | 6625.40%-6627.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $9,735 | $1,544+530.6% | $2,266+329.7% | $1,882+417.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $674 | $527+28.0% | $4,821-86.0% | $592+13.9% |