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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 700 MAIN STREET, SUITE #315 · NAPA, CA 94559 | Advisory (Plan) | $170,544 |
MARCUM LLP3 years Filed as: MARCUM LLC Service code 10 · EIN 11-1986323 101 MONTGOMERY ST., SUITE 1900 · SAN FRANCISCO, CA 94104 | Accounting | $13,205 |
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 | $54,649 | $65,118-16.1% | $76,767-28.8% | $55,725-1.9% |
| Participation rate | 97.6% | 79.6%+18.0pp | 77.0%+20.6pp | 70.9%+26.7pp |
| Annual return | -6.88% | -1.27%-5.6pp | 2.43%-9.3pp | 244.93%-251.8pp |
| Employer contribution / active EE | $8,576 | $1,941+341.8% | $2,485+245.1% | $2,078+312.7% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $594 | $116+412.8% | $6,675-91.1% | $115+415.8% |