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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 51 1200 FRANKLIN AVENUE 2ND FL · GARDEN CITY, NY 11530 | Investment Mgmt Fees | $39,176 |
ROGOFF & COMPANY PC9+ years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE · NEW YORK, NY 10017 | Accounting | $34,000 |
CHOICE ASSET MANAGEMENT LLC4 years Service code 51 · EIN 45-5164319 57 COLUMBUS AVENUE · LAKEWOOD, NJ 08701 | Investment Mgmt Fees | $13,351 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,095,106 | $628,301+2620.8% | $169,390+9992.2% | - |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.2%-77.2pp | - |
| Annual return | -1.53% | 72.90%-74.4pp | 406.07%-407.6pp | - |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,013-100.0% | - |
| Participant deferral / active EE | $0 | $4,568-100.0% | $6,222-100.0% | - |
| Admin fee / account holder | $13,951 | $15,010-7.1% | $9,015+54.8% | - |