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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $92,656 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,922 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $54,720 | $89,436-38.8% | $164,813-66.8% | $77,643-29.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 78.6%-8.0pp | 70.6%+0.1pp |
| Annual return | 13.07% | 28.83%-15.8pp | 69.93%-56.9pp | 31.24%-18.2pp |
| Employer contribution / active EE | $393 | $2,569-84.7% | $4,341-90.9% | $2,726-85.6% |
| Participant deferral / active EE | $2,722 | $4,897-44.4% | $6,031-54.9% | $4,647-41.4% |
| Admin fee / account holder | $313 | $339-7.9% | $12,690-97.5% | $430-27.3% |