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| Provider | Service type | Compensation |
|---|---|---|
JOHN F. DASCOLI, PLLC2+ years Filed as: JOHN DASCOLI Service code 22 · EIN 20-5780253 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 21 · EIN 26-4310632 | Bank Trustee | $0 |
SUTTLE & STALNAKER, PLLC2+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,396 | $57,921-11.3% | $84,753-39.4% | $57,658-10.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.14% | 10.24%-5.1pp | 22.78%-17.6pp | 5.13%0pp |
| Employer contribution / active EE | $6,595 | $2,598+153.8% | $3,574+84.5% | $1,974+234.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $356 | $130+174.8% | $5,333-93.3% | $95+276.9% |