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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $38,873 |
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 | $67,400 | $60,165+12.0% | $74,184-9.1% | $55,167+22.2% |
| Participation rate | 99.1% | 74.2%+24.9pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | 2.49% | 10.00%-7.5pp | 17.74%-15.3pp | 169.23%-166.7pp |
| Employer contribution / active EE | $3,885 | $1,600+142.9% | $2,370+63.9% | $1,963+98.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $309 | $419-26.4% | $5,586-94.5% | $504-38.8% |