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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 51 · EIN 26-4310632 399 PARK AVE · NEW YORK, NY 10022 | Investment Mgmt Fees | $66,261 |
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $42,162 |
GELTRUDE & CO.4+ years Filed as: GELTRUDE & COMPANY, LLC Service code 10 · EIN 22-3363665 517 FRANKLIN AVE · NUTLEY, NJ 07110 | Accounting | $11,051 |
AB FUNDS4+ years Filed as: SANFORD C BERNSTEIN & CO, LLC Service code 51 · EIN 13-4132953 ONE NORTH LEXINGTON AVE · WHITE PLAINS, NY 10601 | Investment Mgmt Fees | $478 |
MARK L. PRESS2 years Service code 17 · EIN 10-7383772 1053 SAW MILL RIVER RD STE 204 · ARDSLEY, NY 10502 | Pension Consulting | $250 |
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 | $125,705 | $47,977+162.0% | $154,108-18.4% | $56,289+123.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -7.04% | 3.54%-10.6pp | 735.21%-742.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $6,035 | $2,169+178.3% | $5,298+13.9% | $2,111+185.9% |
| Participant deferral / active EE | $4,499 | $2,392+88.1% | $5,081-11.5% | $3,350+34.3% |
| Admin fee / account holder | $798 | $438+82.0% | $13,411-94.1% | $521+53.1% |