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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $43,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,660 | $64,909+13.5% | $82,312-10.5% | $62,293+18.2% |
| Participation rate | 98.2% | 74.9%+23.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 17.23% | 21.18%-3.9pp | 25.88%-8.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,800 | $1,676+126.7% | $2,428+56.5% | $2,042+86.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $495 | $440+12.6% | $5,608-91.2% | $479+3.3% |