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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 25 · EIN 31-0838515 | Directed Trustee | $197,589 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $47,594 |
ASB CAPITAL MANAGEMENT1+ years Service code 51 · EIN 55-0908702 | Investment Mgmt Fees | $29,456 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 | Pension Consulting | $19,000 |
Filed as: CASSIDY, MYERS, COGAN, VOEGELIN Service code 22 · EIN 55-0614690 | Insurance Broker | $2,449 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON, KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $1,575 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $811,952 | $68,413+1086.8% | $123,106+559.6% | $55,191+1371.2% |
| Participation rate | 4.2% | 84.5%-80.3pp | 86.8%-82.6pp | 69.2%-64.9pp |
| Annual return | 1.58% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $5,018 | $3,050+64.5% | $5,151-2.6% | $1,899+164.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $4,780 | $88+5343.0% | $9,015-47.0% | $91+5165.3% |