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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $443,842 |
MSPC1 year Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $15,450 |
L. 363 R.E. CORP.9+ years Service code 50 · EIN 13-3645853 | Direct Payment | $14,265 |
Filed as: BERARD & ASSOCIATES PC Service code 15 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Recordkeeping | $11,875 |
MILLIMAN, INC.7 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $9,564 |
Filed as: ARCHER BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $8,695 |
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 | $80,874 | $88,479-8.6% | $96,520-16.2% | $80,149+0.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.65% | 22.53%-13.9pp | 35.72%-27.1pp | 40.39%-31.7pp |
| Employer contribution / active EE | $6,986 | $4,177+67.2% | $3,739+86.8% | $2,977+134.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $433 | $211+104.7% | $6,733-93.6% | $145+198.6% |