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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $107,876 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER & COMPANY LLC Service code 10 · EIN 05-0234540 | Accounting | $61,060 |
BENESYS, INC.8 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $34,303 |
RODIO & URSILLO8 years Service code 29 · EIN 05-0398359 | Legal | $24,000 |
ROBERT CHEVERIE8 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $9,350 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,705 | $122,585-30.1% | $184,256-53.5% | $200,096-57.2% |
| Participation rate | 62.6% | 86.9%-24.4pp | 86.8%-24.2pp | 72.0%-9.4pp |
| Annual return | 10.90% | 144.12%-133.2pp | 28.85%-17.9pp | 34.26%-23.4pp |
| Employer contribution / active EE | $3,825 | $4,571-16.3% | $6,427-40.5% | $3,038+25.9% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $500 | $120+315.9% | $13,899-96.4% | $269+85.6% |