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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $62,413 |
BWD GROUP LLC2+ years Service code 53 PO BOX 19101 · PLAINVIEW, NY 118031737 | Insurance Commissions | $61,560 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $33,704 |
BREDHOFF & KAISER2+ years Service code 29 · EIN 52-0969534 | Legal | $27,360 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $25,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $12,972 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,746 | $45,324+459.8% | $122,354+107.4% | $69,634+264.4% |
| Participation rate | 100.0% | 59.9%+40.1pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 16.47% | 25.35%-8.9pp | 30.28%-13.8pp | 27572.26%-27555.8pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $26,192 | $2,367+1006.5% | $3,287+696.8% | $3,224+712.4% |
| Admin fee / account holder | $121 | $87+38.7% | $5,479-97.8% | $110+9.3% |