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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,581 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $48,483 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,786 | $86,655+8.2% | $119,608-21.6% | $66,930+40.1% |
| Participation rate | 81.2% | 75.6%+5.6pp | 79.3%+1.9pp | 69.8%+11.4pp |
| Annual return | -20.45% | -8.00%-12.4pp | -14.98%-5.5pp | 1.57%-22.0pp |
| Employer contribution / active EE | $3,045 | $2,536+20.1% | $4,232-28.1% | $2,545+19.7% |
| Participant deferral / active EE | $7,462 | $4,358+71.2% | $5,601+33.2% | $4,238+76.1% |
| Admin fee / account holder | $387 | $755-48.7% | $10,326-96.3% | $593-34.8% |