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| Provider | Service type | Compensation |
|---|---|---|
WARD FISHER & COMPANY2 years Filed as: WARD, FISHER & COMPANY LLC Service code 10 · EIN 05-0234540 | Accounting | $214,000 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $100,485 |
BENESYS, INC.9 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $44,842 |
RODIO & URSILLO9 years Service code 29 · EIN 05-0398359 | Legal | $26,000 |
ROBERT CHEVERIE9 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $8,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,706 | $130,224-28.0% | $197,124-52.5% | $79,634+17.7% |
| Participation rate | 97.3% | 87.8%+9.5pp | 86.7%+10.6pp | 62.5%+34.8pp |
| Annual return | 12.52% | 23.65%-11.1pp | 44.34%-31.8pp | 36.46%-23.9pp |
| Employer contribution / active EE | $6,891 | $4,314+59.7% | $6,227+10.7% | $2,529+172.5% |
| Participant deferral / active EE | $278 | $7,378-96.2% | $9,135-97.0% | $3,835-92.8% |
| Admin fee / account holder | $658 | $254+158.6% | $16,298-96.0% | $1,002-34.3% |