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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 2 JERICHO PLAZA, FIRST FLOOR WING A · JERICHO, NY 11753 | Advisory (Plan) | $47,919 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,008 |
Filed as: EMPOWER ANNUITY INS. CO. OF ANERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,234 | $88,186+34.1% | $165,071-28.4% | $74,459+58.8% |
| Participation rate | 80.8% | 73.1%+7.6pp | 78.6%+2.1pp | 67.2%+13.5pp |
| Annual return | 14.37% | 17.13%-2.8pp | 70.17%-55.8pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $874 | $2,600-66.4% | $4,347-79.9% | $2,626-66.7% |
| Participant deferral / active EE | $7,510 | $4,505+66.7% | $6,035+24.4% | $4,350+72.7% |
| Admin fee / account holder | $579 | $2,234-74.1% | $12,695-95.4% | $1,945-70.2% |