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| Provider | Service type | Compensation |
|---|---|---|
WARD FISHER & COMPANY2 years Filed as: WARD FISHER & CO. LLP Service code 10 · EIN 05-0234540 | Accounting | $157,350 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $81,236 |
RODIO & URSILLO3 years Service code 29 · EIN 05-0398359 | Legal | $31,744 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,312 |
ROBERT CHEVERIE3 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $12,750 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,400 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,324 | $95,776-25.5% | $162,185-56.0% | $77,775-8.3% |
| Participation rate | 59.6% | 88.6%-29.0pp | 87.6%-28.0pp | 73.2%-13.6pp |
| Annual return | 18.64% | 37.03%-18.4pp | 115.61%-97.0pp | 32.58%-13.9pp |
| Employer contribution / active EE | $2,470 | $3,874-36.2% | $5,613-56.0% | $2,504-1.4% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $609 | $88+594.3% | $10,844-94.4% | $100+508.3% |