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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $212,450 |
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $122,080 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $45,734 |
COSTAROTHBORT LLC1+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $21,054 |
Service code 10 · EIN 13-2665700 | Accounting | $18,686 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES LACCAINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $13,919 |
ERIC OLYNIK1+ years Service code 30 · EIN 11-3310059 | Direct payment from the plan; Employe... | $12,571 |
Filed as: S.A. KOENIG ASSOCIATES CPAS Service code 10 · EIN 11-3141654 | Accounting | $6,224 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,491 | $68,413-87.6% | $123,105-93.1% | $55,191-84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.63% | 6.30%-7.9pp | 13.22%-14.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $5,147 | $3,050+68.7% | $5,151-0.1% | $1,899+171.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $101 | $88+15.5% | $9,014-98.9% | $91+11.7% |