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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $30,451 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $18,054 |
HAWKINS ASH CPAS1 year Filed as: HAWKINS ASH CPAS LLP Service code 99 2360 DUCK CREEK PKWY · GREEN BAY, WI 54303 | Other Fees | $6,500 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $5,861 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,710 |
MAP RETIREMENT, INC.2 years Service code 13 | Contract Administrator | $862 |
TD AMERITRADE, INC.2 years Service code 33 200 S 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,142 | $59,584+74.8% | $86,625+20.2% | $79,389+31.2% |
| Participation rate | 89.6% | 67.7%+22.0pp | 71.6%+18.0pp | 70.7%+18.9pp |
| Annual return | 11.33% | 23.15%-11.8pp | 63.52%-52.2pp | 116.89%-105.6pp |
| Employer contribution / active EE | $4,332 | $1,768+145.1% | $2,496+73.6% | $2,428+78.4% |
| Participant deferral / active EE | $3,404 | $3,036+12.1% | $3,700-8.0% | $4,046-15.9% |
| Admin fee / account holder | $456 | $604-24.6% | $5,830-92.2% | $626-27.3% |