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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $36,410 |
RODIO & URSILLO7 years Service code 29 · EIN 05-0398359 | Legal | $35,560 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,012 |
WARD FISHER & COMPANY3 years Filed as: WARD, FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 | Accounting | $15,000 |
ROBERT CHEVERIE7 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $10,200 |
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 | $77,586 | $112,686-31.1% | $170,057-54.4% | $80,169-3.2% |
| Participation rate | 62.2% | 87.4%-25.2pp | 87.0%-24.8pp | 72.9%-10.7pp |
| Annual return | 14.79% | 67.04%-52.3pp | 53.42%-38.6pp | 40.39%-25.6pp |
| Employer contribution / active EE | $3,564 | $4,481-20.5% | $6,790-47.5% | $2,978+19.7% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,411-100.0% | $5,016-100.0% |
| Admin fee / account holder | $375 | $99+278.7% | $12,826-97.1% | $145+158.9% |