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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,625 |
WARD FISHER & COMPANY2 years Filed as: WARD, FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $64,850 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $38,632 |
RODIO & URSILLO6 years Service code 29 · EIN 05-0398359 | Legal | $24,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,703 |
ROBERT CHEVERIE6 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $10,200 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $10,151 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,293 | $95,918-27.8% | $151,645-54.3% | $77,906-11.1% |
| Participation rate | 61.4% | 88.7%-27.3pp | 87.5%-26.1pp | 73.7%-12.3pp |
| Annual return | -15.54% | -5.50%-10.0pp | 3.34%-18.9pp | 12.16%-27.7pp |
| Employer contribution / active EE | $2,997 | $4,330-30.8% | $6,165-51.4% | $2,846+5.3% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $473 | $93+407.5% | $11,614-95.9% | $133+257.1% |