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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 23-7381527 | Other Services | $67,767 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,524 |
LIFETIME BENEFIT SOLUTIONS8+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $16,910 |
ROBERT PIZZO, ESQ.8+ years Filed as: ROBERT PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $8,490 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $7,600 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,756 | $76,696-83.4% | $96,515-86.8% | $71,511-82.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | -3.04% | 48.32%-51.4pp | 35.73%-38.8pp | 28.86%-31.9pp |
| Employer contribution / active EE | $2,835 | $3,032-6.5% | $3,740-24.2% | $2,589+9.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $382 | $2,030-81.2% | $6,735-94.3% | $1,588-76.0% |