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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $57,383 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,027 |
LIFETIME BENEFIT SOLUTIONS6+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $11,627 |
ROBERT PIZZO, ESQ.6+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 16 W MAIN ST 727 · ROCHESTER, NY 14614 | Legal | $8,000 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $7,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,801 | $77,670-82.2% | $109,163-87.4% | $79,393-82.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 17.71% | 23.44%-5.7pp | 25.75%-8.0pp | 116.87%-99.2pp |
| Employer contribution / active EE | $2,477 | $2,798-11.5% | $3,723-33.5% | $2,428+2.0% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $312 | $732-57.4% | $6,754-95.4% | $627-50.2% |