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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA6+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $32,000 |
JAMES E. BAIERS6+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $20,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 21 · EIN 26-4310632 1633 BROADWAY 25TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $16,924 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,535 | $43,133-82.5% | $89,435-91.6% | $73,497-89.7% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 2.88% | 135.66%-132.8pp | 245.55%-242.7pp | 28.51%-25.6pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $306 | $444-31.0% | $4,884-93.7% | $513-40.3% |