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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $91,504 |
E. COHEN AND COMPANY, CPAS2 years Filed as: E COHEN & COMPANY CPA'S Service code 10 · EIN 52-1754364 | Accounting | $57,744 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $29,345 |
GORRELICK, TIEVY & ABACUS2 years Service code 15 · EIN 45-4369278 | Recordkeeping | $1,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,255 | $86,655-27.0% | $119,609-47.1% | $66,914-5.5% |
| Participation rate | 95.0% | 75.6%+19.5pp | 79.3%+15.8pp | 69.8%+25.2pp |
| Annual return | -14.03% | -8.00%-6.0pp | -14.97%+0.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $940 | $755+24.6% | $10,323-90.9% | $593+58.5% |