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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $54,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,143 | $65,437+11.8% | $86,698-15.6% | $66,949+9.3% |
| Participation rate | 99.1% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -7.80% | -10.91%+3.1pp | 35.96%-43.8pp | 1.57%-9.4pp |
| Employer contribution / active EE | $3,874 | $2,154+79.9% | $2,837+36.5% | $2,545+52.2% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $358 | $642-44.2% | $7,492-95.2% | $594-39.7% |