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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 2100 GEORGETOWN DR. STE. 500 · SEWICKLEY, PA 15143 | Bank Trustee | $59,760 |
SCJ CONSULTING SERVICES1 year Filed as: SCJ CONSULTING SERVICES, LLC Service code 21 · EIN 83-1749716 4102 BALLARD WOODS DRIVE · SMITHFIELD, KY 40068 | Bank Trustee | $27,201 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 100 WITMER ROAD, STE. 350 · HORSHAM, PA 190442369 | Accounting | $13,244 |
PENCHECKS2 years Service code 21 · EIN 33-6134835 8580 LA MESA BLVD, STE. 101 · LA MESA, CA 91942 | Bank Trustee | $11,745 |
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.
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 | $126,435 | $201,370-37.2% | $184,256-31.4% | $145,897-13.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 6.59% | 29.05%-22.5pp | 28.85%-22.3pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $429 | $16,364-97.4% | $13,899-96.9% | $13,390-96.8% |