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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 700 MAIN STREET, SUITE #315 · NAPA, CA 94559 | Advisory (Plan) | $171,448 |
MARCUM LLP2 years Filed as: MARCUM LLC Service code 10 · EIN 11-1986323 101 MONTGOMERY ST., SUITE 1900 · SAN FRANCISCO, CA 94104 | Accounting | $12,566 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,150 | $69,305-16.1% | $82,312-29.4% | $69,631-16.5% |
| Participation rate | 97.9% | 80.3%+17.6pp | 76.9%+21.0pp | 70.7%+27.2pp |
| Annual return | 15.54% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $6,450 | $1,887+241.9% | $2,428+165.6% | $2,032+217.4% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $621 | $97+538.5% | $5,608-88.9% | $110+461.9% |