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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $83,794 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $35,608 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $15,400 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,855 | $101,317-9.3% | $146,958-37.5% | $74,495+23.3% |
| Participation rate | 57.2% | 75.5%-18.3pp | 82.2%-24.9pp | 67.2%-10.0pp |
| Annual return | 20.22% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $2,355 | $3,810-38.2% | $4,933-52.2% | $2,623-10.2% |
| Participant deferral / active EE | $4,764 | $7,303-34.8% | $8,070-41.0% | $4,346+9.6% |
| Admin fee / account holder | $649 | $1,739-62.7% | $12,998-95.0% | $1,942-66.6% |