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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $256,055 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 41 S HIGH ST., SUITE 2700 · COLUMBUS, OH 43215 | Advisory (Plan) | $105,000 |
Filed as: SCHNEIDER DOWNS & CO Service code 10 · EIN 25-1408703 | Accounting | $25,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,825 | $45,382+95.7% | $154,110-42.4% | $75,289+18.0% |
| Participation rate | 74.4% | 65.9%+8.5pp | 83.0%-8.6pp | 72.4%+2.0pp |
| Annual return | -4.56% | -0.47%-4.1pp | 735.22%-739.8pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $313 | $89+250.7% | $13,412-97.7% | $102+206.2% |