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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-2714749 | Contract Administrator | $84,501 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $47,107 |
BARATZ & ASSOCIATES, P.A.2+ years Service code 10 · EIN 22-2212404 | Accounting | $12,350 |
WILENTZ, GOLDMAN, & SPITZER, PA2+ years Filed as: WILENTZ, GOLDMAN, & SPITZER, P.A. Service code 29 90 WOODBRIDGE CENTER DR · WOODBRIDGE, NJ 07095 | Legal | $2,192 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $37,044-100.0% | $71,796-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 70.2%-70.2pp |
| Annual return | 1.05% | 12.64%-11.6pp | 78.04%-77.0pp | 5.13%-4.1pp |
| Employer contribution / active EE | $905 | $720+25.7% | $1,924-53.0% | $1,974-54.1% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |