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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 5950 BERKSHIRE LN., STE 600 · DALLAS, TX 75225 | Advisory (Plan) | $25,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $23,355 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $13,000 |
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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,768 | $76,551-24.5% | $123,894-53.4% | $62,881-8.1% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 6.15% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,358 | $4,840-10.0% | $5,984-27.2% | $3,203+36.1% |
| Admin fee / account holder | $614 | $4,826-87.3% | $8,357-92.7% | $4,296-85.7% |