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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $36,094 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $35,452 |
BARCLAY PLANNING GROUP6 years Filed as: BARCLAY PLANNING GROUP, LLC Service code 15 · EIN 38-3466149 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $7,156 |
Filed as: CUSMANO & CO PC Service code 10 · EIN 38-2277768 | Accounting | $2,500 |
SAS GLOBAL CORPORATION1 year Service code 35 · EIN 34-0768170 | Employee (plan sponsor) | $2,500 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $1,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,191 | $81,334+1.1% | $113,397-27.5% | $64,097+28.2% |
| Participation rate | 69.5% | 65.6%+3.9pp | 76.5%-7.0pp | 55.2%+14.3pp |
| Annual return | 9.42% | 32.50%-23.1pp | 23.20%-13.8pp | 34.64%-25.2pp |
| Employer contribution / active EE | $1,577 | $2,077-24.0% | $2,977-47.0% | $1,891-16.6% |
| Participant deferral / active EE | $4,029 | $3,795+6.2% | $5,076-20.6% | $3,080+30.8% |
| Admin fee / account holder | $472 | $4,208-88.8% | $11,957-96.1% | $3,454-86.3% |