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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 | Accounting | $61,110 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $21,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,356 | $36,002+137.1% | $161,489-47.1% | $64,728+31.9% |
| Participation rate | 42.7% | 57.4%-14.7pp | 78.7%-36.0pp | 57.9%-15.2pp |
| Annual return | 11.32% | 33.93%-22.6pp | 89.72%-78.4pp | 49.38%-38.1pp |
| Employer contribution / active EE | $1,075 | $1,380-22.0% | $4,268-74.8% | $2,243-52.0% |
| Participant deferral / active EE | $4,906 | $1,815+170.3% | $5,630-12.8% | $2,729+79.8% |
| Admin fee / account holder | $404 | $931-56.5% | $16,006-97.5% | $1,145-64.7% |