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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $55,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,925 |
KHA ACCOUNTANTS PLLC1 year Service code 10 4880 LONG PRAIRIE RD STE 100 · FLOWER MOUND, TX 75028 | Accounting | $5,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,113 | $101,591-18.2% | $147,096-43.5% | $74,429+11.7% |
| Participation rate | 87.6% | 75.5%+12.0pp | 82.2%+5.4pp | 67.2%+20.4pp |
| Annual return | 76.62% | 8746.45%-8669.8pp | 419.75%-343.1pp | 1368.38%-1291.8pp |
| Employer contribution / active EE | $2,951 | $3,813-22.6% | $4,936-40.2% | $2,625+12.4% |
| Participant deferral / active EE | $5,802 | $7,302-20.6% | $8,071-28.1% | $4,348+33.4% |
| Admin fee / account holder | $380 | $1,750-78.3% | $13,005-97.1% | $1,944-80.5% |