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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,589 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 27 · EIN 26-4610632 | Advisory (Plan) | $30,000 |
COMPASS 360, LLC6 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 15 · EIN 20-4795685 | Recordkeeping | $8,648 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3027605 | Accounting | $1,545 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,006 | $83,045+18.0% | $130,026-24.6% | $71,495+37.1% |
| Participation rate | 84.9% | 74.1%+10.8pp | 78.5%+6.4pp | 67.9%+17.0pp |
| Annual return | 13.88% | 20.61%-6.7pp | -137.26%+151.1pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,952 | $2,623+12.5% | $4,321-31.7% | $2,589+14.0% |
| Participant deferral / active EE | $1,936 | $4,436-56.3% | $5,821-66.7% | $4,291-54.9% |
| Admin fee / account holder | $370 | $1,727-78.6% | $10,608-96.5% | $1,588-76.7% |