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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 | Recordkeeping | $24,391 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $16 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,500 | $154,193-98.4% | $130,045-98.1% | $139,466-98.2% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 1.14% | 32.51%-31.4pp | -137.30%+138.4pp | 373.66%-372.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $392 | $13,989-97.2% | $10,600-96.3% | $11,409-96.6% |