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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY FINANCIAL Service code 19 · EIN 22-1003680 31 WEST 52ND STREET · NEW YORK, NY 10019 | Securities Custodian | $84,450 |
Service code 13 · EIN 22-1507478 130 CENTRAL AVENUE · JERSEY CITY, NJ 07306 | Contract Administrator | $41,765 |
PUZO AND MORTENSON LLC2+ years Service code 10 · EIN 80-0008506 505 BOULEVARD · KENILWORTH, NJ 07033 | Accounting | $7,200 |
Filed as: ORANSKY SCARAGGI AND BORG Service code 29 · EIN 22-3522685 175 FAIRFIELD DRIVE · WEST CALDWELL, NJ 07006 | Legal | $7,000 |
WASILEWSKI & KEATING PC2+ years Filed as: WASILEWSKI AND KEATING Service code 10 · EIN 22-2676761 117 SOUTH MAPLE AVE · BASKING RIDGE, NJ 07920 | Accounting | $6,300 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,249 | $57,921-18.4% | $84,753-44.3% | $57,658-18.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.36% | 10.24%-5.9pp | 22.78%-18.4pp | 5.13%-0.8pp |
| Employer contribution / active EE | $5,804 | $2,598+123.4% | $3,574+62.4% | $1,974+194.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $447 | $130+244.3% | $5,333-91.6% | $95+372.4% |