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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $55,712 |
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 | $81,755 | $76,112+7.4% | $96,544-15.3% | $71,529+14.3% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.2pp | 67.9%+30.2pp |
| Annual return | 8.83% | 22.80%-14.0pp | 25.88%-17.0pp | 28.97%-20.1pp |
| Employer contribution / active EE | $4,058 | $2,248+80.5% | $2,966+36.8% | $2,590+56.7% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $369 | $2,708-86.4% | $8,254-95.5% | $1,588-76.8% |