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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $122,696 |
Service code 13 · EIN 22-1507478 | Contract Administrator | $21,840 |
OP&CM LOCAL UNION NO. 291 year Service code 13 · EIN 22-1173365 | Contract Administrator | $14,494 |
Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $7,800 |
WASILEWSKI & KEATING PC1 year Service code 10 · EIN 22-2676761 | Accounting | $6,300 |
PUZO AND MORTENSON LLC4+ years Service code 10 · EIN 80-0008506 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,105 | $56,443-16.5% | $83,831-43.8% | $55,725-15.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -2.22% | 393.67%-395.9pp | 850.99%-853.2pp | 244.93%-247.2pp |
| Employer contribution / active EE | $5,699 | $2,682+112.5% | $3,631+56.9% | $2,078+174.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $488 | $156+212.5% | $5,479-91.1% | $115+323.8% |