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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2624428 | Advisory (Plan) | $21,741 |
COHN REZNICK LLP7 years Filed as: J.H. COHN LLP Service code 10 · EIN 13-2624428 | Accounting | $21,000 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $565 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,021 | $102,317-36.5% | $146,958-55.8% | $80,856-19.6% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 10.82% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $703 | $3,713-81.1% | $4,933-85.8% | $2,755-74.5% |
| Participant deferral / active EE | $7,302 | $6,644+9.9% | $8,070-9.5% | $4,296+70.0% |
| Admin fee / account holder | $377 | $7,941-95.3% | $12,998-97.1% | $6,918-94.6% |