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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $60,463 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,599 |
ROBERT PIZZO, ESQ.5+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,000 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $7,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $69,383-100.0% | $101,275-100.0% | $73,497-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.8%-75.8pp | 70.7%-70.7pp |
| Annual return | 0.24% | 18.46%-18.2pp | 46.48%-46.2pp | 28.51%-28.3pp |
| Employer contribution / active EE | $2,697 | $2,628+2.6% | $3,660-26.3% | $2,270+18.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |