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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA8+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $20,908 |
JAMES E. BAIERS8+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $20,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 21 · EIN 26-4310632 1633 BROADWAY 25TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $14,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,791 | $37,393-81.8% | $77,024-91.2% | $66,914-89.9% |
| Participation rate | 99.5% | 52.9%+46.6pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | -11.15% | -3.29%-7.9pp | 42.32%-53.5pp | 1.58%-12.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $308 | $567-45.6% | $5,425-94.3% | $593-48.0% |