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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1+ years Filed as: EISNER AMPER LLP Service code 15 · EIN 13-1639826 | Recordkeeping | $35,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $22,209 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $900 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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.)
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 | $94,868 | $54,320+74.6% | $67,652+40.2% | $52,331+81.3% |
| Participation rate | 37.9% | 73.6%-35.7pp | 75.7%-37.8pp | 68.1%-30.2pp |
| Annual return | 1.23% | 6.81%-5.6pp | 6625.40%-6624.2pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,573 | $2,950-12.8% | $3,560-27.7% | $3,022-14.9% |
| Admin fee / account holder | $587 | $527+11.5% | $4,821-87.8% | $592-0.8% |