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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,021 | $102,429-36.5% | $147,096-55.8% | $80,925-19.7% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | 10.82% | 135.02%-124.2pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $703 | $3,716-81.1% | $4,936-85.8% | $2,756-74.5% |
| Participant deferral / active EE | $7,302 | $6,649+9.8% | $8,071-9.5% | $4,299+69.9% |
| Admin fee / account holder | $377 | $7,957-95.3% | $13,005-97.1% | $6,940-94.6% |