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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $84,066 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $80,000 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,410 | $106,028+48.5% | $146,958+7.1% | $77,643+102.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 12.04% | 56.73%-44.7pp | 418.34%-406.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,214 | $4,063-70.1% | $4,933-75.4% | $2,726-55.5% |
| Participant deferral / active EE | $11,910 | $7,990+49.1% | $8,070+47.6% | $4,647+156.3% |
| Admin fee / account holder | $331 | $337-1.8% | $12,998-97.5% | $430-23.0% |