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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 | Recordkeeping and information managem... | $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.)
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 | $85,356 | $46,464+83.7% | $150,298-43.2% | $79,634+7.2% |
| Participation rate | 42.7% | 57.0%-14.2pp | 77.8%-35.0pp | 62.5%-19.7pp |
| Annual return | 11.32% | 27.89%-16.6pp | 62.79%-51.5pp | 36.46%-25.1pp |
| Employer contribution / active EE | $1,075 | $1,512-28.9% | $4,154-74.1% | $2,529-57.5% |
| Participant deferral / active EE | $4,906 | $2,157+127.5% | $5,453-10.0% | $3,835+28.0% |
| Admin fee / account holder | $404 | $891-54.6% | $14,116-97.1% | $1,002-59.6% |