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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,242 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $33,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,584 | $122,042+196.3% | $184,260+96.2% | $74,459+385.6% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 14.57% | 19.91%-5.3pp | 28.84%-14.3pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $4,751 | $4,537+4.7% | $6,427-26.1% | $2,626+80.9% |
| Participant deferral / active EE | $29,132 | $7,143+307.9% | $9,133+219.0% | $4,350+569.8% |
| Admin fee / account holder | $406 | $1,252-67.6% | $13,898-97.1% | $1,945-79.1% |