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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $13,605 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,741 | $59,332+29.3% | $90,223-14.9% | $59,633+28.7% |
| Participation rate | 49.4% | 71.9%-22.5pp | 79.0%-29.6pp | 68.7%-19.2pp |
| Annual return | -1.06% | 3.25%-4.3pp | 1.31%-2.4pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,440 | $3,031+46.5% | $4,378+1.4% | $2,203+101.6% |
| Participant deferral / active EE | $7,718 | $4,369+76.7% | $5,792+33.3% | $3,192+141.8% |
| Admin fee / account holder | $405 | $5,032-92.0% | $7,406-94.5% | $4,297-90.6% |