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| Provider | Service type | Compensation |
|---|---|---|
FUTUREBENEFITS OF AMERICA10+ years Service code 15 · EIN 62-1751967 11177 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $22,791 |
JAMES E. BAIERS10+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $21,020 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 21 · EIN 26-4310632 1633 BROADWAY 25TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $14,480 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
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 | $399 | $57,073-99.3% | $85,126-99.5% | $80,925-99.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 3.12% | 21.69%-18.6pp | 66.63%-63.5pp | 35.65%-32.5pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,332 | $4,988-53.3% | $6,160-62.1% | $6,940-66.4% |