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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $123,626 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,000 |
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-3523567 | Consulting | $26,096 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Direct payment from the plan; Copying... | $25,262 |
Service code 10 · EIN 38-2284921 | Accounting | $15,100 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $12,312 |
PNC BANK, N.A.3 years Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48044 | Custodial (other than securities); Di... | $8,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,593 | $81,719-13.6% | $101,248-30.3% | $90,288-21.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 9.04% | 337.64%-328.6pp | 46.47%-37.4pp | 53.97%-44.9pp |
| Employer contribution / active EE | $1,761 | $3,622-51.4% | $3,660-51.9% | $2,524-30.3% |
| Participant deferral / active EE | $1,130 | $3,310-65.8% | $4,370-74.1% | $4,232-73.3% |
| Admin fee / account holder | $231 | $162+42.9% | $5,945-96.1% | $114+102.9% |