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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 11-2418191 | Investment Management | $102,434 |
EKON BENEFITS1+ years Filed as: QUALIFIED BENEFITS CONSULTANTS INC Service code 15 · EIN 43-1317863 | Recordkeeping | $14,273 |
MERTZ INSURANCE1+ years Service code 23 · EIN 47-0832337 | Insurance services | $6,498 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,388 | $50,464-12.0% | $75,782-41.4% | $52,331-15.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -4.76% | 1.03%-5.8pp | 9.68%-14.4pp | 4.54%-9.3pp |
| Employer contribution / active EE | $5,220 | $1,988+162.5% | $3,323+57.1% | $1,882+177.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $477 | $1,103-56.7% | $5,300-91.0% | $592-19.3% |