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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $91,614 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $71,351 |
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,356 | $108,549-42.6% | $156,263-60.1% | $85,563-27.1% |
| Participation rate | 70.8% | 77.1%-6.3pp | 78.9%-8.1pp | 66.0%+4.8pp |
| Annual return | 12.01% | 21.79%-9.8pp | 59.47%-47.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $426 | $2,690-84.1% | $4,333-90.2% | $2,654-83.9% |
| Participant deferral / active EE | $3,056 | $4,800-36.3% | $6,158-50.4% | $4,375-30.2% |
| Admin fee / account holder | $327 | $650-49.6% | $14,255-97.7% | $834-60.8% |