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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $65,226 |
NOVARA, TESIJA & CATENACCI, PLLC3+ years Filed as: NOVARA, TESIJA, PLLC Service code 29 2000 TOWN CENTER · SOUTH FIELD, MI 48075 | Legal | $42,647 |
TIC INTERNATIONAL CORPORATION3+ years Service code 16 6525 CENTURION DR · LANSING, MI 48917 | Consulting | $12,000 |
Filed as: DAVENPORT, HANF & COMPANY LLC Service code 10 · EIN 41-2173670 | Accounting | $11,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $982 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,144 | $58,726+249.3% | $92,236+122.4% | $62,293+229.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.49% | 43.62%-27.1pp | 176.29%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,863 | $2,392+187.0% | $3,679+86.5% | $2,042+236.1% |
| Participant deferral / active EE | $609 | $2,766-78.0% | $3,897-84.4% | $3,169-80.8% |
| Admin fee / account holder | $305 | $556-45.2% | $5,194-94.1% | $479-36.4% |