Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,485 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $26,833 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $23,198 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $7,932 |
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).
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 | $145,809 | $64,176+127.2% | $112,263+29.9% | $66,949+117.8% |
| Participation rate | 91.1% | 68.4%+22.6pp | 75.1%+16.0pp | 69.8%+21.2pp |
| Annual return | -5.92% | -13.80%+7.9pp | 27.49%-33.4pp | 1.57%-7.5pp |
| Employer contribution / active EE | $6,037 | $3,007+100.8% | $3,636+66.0% | $2,545+137.2% |
| Participant deferral / active EE | $5,886 | $3,694+59.4% | $4,729+24.5% | $4,239+38.8% |
| Admin fee / account holder | $684 | $626+9.3% | $6,410-89.3% | $594+15.3% |