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| Provider | Service type | Compensation |
|---|---|---|
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & CO. LLP Service code 10 · EIN 05-0234540 | Accounting | $57,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $46,247 |
RODIO & URSILLO2 years Service code 29 · EIN 05-0398359 | Legal | $33,962 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,342 |
ROBERT CHEVERIE2 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $11,050 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $64,146 | $82,546-22.3% | $140,019-54.2% | $75,289-14.8% |
| Participation rate | 57.5% | 88.4%-30.8pp | 87.5%-30.0pp | 72.4%-14.9pp |
| Annual return | -5.06% | -0.36%-4.7pp | 651.17%-656.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $2,097 | $3,856-45.6% | $5,605-62.6% | $2,405-12.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $446 | $86+420.3% | $10,705-95.8% | $102+336.2% |