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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $144,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,882 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,748 | $86,225-36.5% | $146,685-62.7% | $86,813-36.9% |
| Participation rate | 72.6% | 78.0%-5.4pp | 80.1%-7.5pp | 72.3%+0.3pp |
| Annual return | 10.39% | 31.23%-20.8pp | 22.75%-12.4pp | 97.93%-87.5pp |
| Employer contribution / active EE | $364 | $2,392-84.8% | $4,137-91.2% | $2,406-84.9% |
| Participant deferral / active EE | $2,648 | $4,245-37.6% | $5,507-51.9% | $4,131-35.9% |
| Admin fee / account holder | $387 | $195+97.9% | $10,281-96.2% | $170+128.0% |