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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 51 · EIN 26-4310632 399 PARK AVE · NEW YORK, NY 10022 | Investment Mgmt Fees | $50,673 |
AB FUNDS6+ 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 | $34,140 |
Filed as: MERRILL LYNCH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $30,163 |
GELTRUDE & CO.6+ years Filed as: GELTRUDE & COMPANY, LLC Service code 10 · EIN 22-3363665 517 FRANKLIN AVE · NUTLEY, NJ 07110 | Accounting | $11,750 |
MARK L. PRESS4 years Service code 17 · EIN 10-7383772 1053 SAW MILL RIVER RD STE 204 · ARDSLEY, NY 10502 | Pension Consulting | $500 |
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 | $146,110 | $58,888+148.1% | $178,499-18.1% | $73,493+98.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 5.88% | 24.86%-19.0pp | 151.10%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $5,831 | $2,236+160.8% | $5,011+16.4% | $2,270+156.9% |
| Participant deferral / active EE | $4,743 | $2,568+84.7% | $5,202-8.8% | $3,740+26.8% |
| Admin fee / account holder | $729 | $400+82.1% | $13,986-94.8% | $513+42.1% |