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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $152,796 |
OP&CM LOCAL 29 WELFARE FUND6 years Service code 13 · EIN 22-1507478 | Contract Administrator | $29,120 |
OP&CM LOCAL UNION NO. 296 years Service code 13 · EIN 22-1173365 | Contract Administrator | $17,043 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $11,400 |
ORANSKY SCARAGGI & BORG P.C.6 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $10,000 |
KEATING ACCOUNTING LLC1 year Service code 10 · EIN 92-1255252 | Accounting | $6,000 |
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 | $47,759 | $93,010-48.7% | $96,538-50.5% | $74,473-35.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 7.36% | 37.50%-30.1pp | 35.74%-28.4pp | 34.36%-27.0pp |
| Employer contribution / active EE | $3,165 | $3,427-7.6% | $3,740-15.4% | $2,638+20.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $506 | $633-20.1% | $6,737-92.5% | $347+45.8% |