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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $500,727 |
Filed as: ARCHER BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $20,137 |
MSPC2 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $16,725 |
L. 363 R.E. CORP.10+ years Service code 50 · EIN 13-3645853 | Direct Payment | $14,655 |
MILLIMAN, INC.8 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $9,738 |
Filed as: BERARD & ASSOCIATES PC Service code 15 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Recordkeeping | $9,700 |
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 | $86,653 | $241,850-64.2% | $102,437-15.4% | $200,096-56.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 7.46% | 17.67%-10.2pp | 24.95%-17.5pp | 34.26%-26.8pp |
| Employer contribution / active EE | $7,720 | $4,253+81.5% | $3,871+99.5% | $3,038+154.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $458 | $288+59.1% | $8,388-94.5% | $269+70.2% |