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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,000 |
TAMMY GRAVES1 year Filed as: TAMMY TAMBURELLO Service code 30 · EIN 27-0970217 | Employee (plan) | $40,603 |
ELIZABETH HOLLYWOOD4 years Filed as: ELIZABETH HERNANDEZ Service code 30 · EIN 27-0970217 | Employee (plan) | $35,747 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $34,556 |
BARBARA GILL3 years Filed as: BARBARA THOMPSON Service code 30 · EIN 27-0970217 | Employee (plan) | $29,146 |
CARY KANE LLP2 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $8,010 |
Filed as: KLEIN ZELMAN ROTHERMEL JACOBS Service code 29 · EIN 13-2998136 | Legal | $7,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,782 | $44,764+310.6% | $68,794+167.1% | $64,814+183.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -13.75% | -10.91%-2.8pp | -6.37%-7.4pp | 32.84%-46.6pp |
| Employer contribution / active EE | $5,778 | $1,775+225.4% | $2,656+117.6% | $2,507+130.5% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $453 | $151+199.4% | $4,934-90.8% | $188+141.2% |