See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $96,393 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $44,121 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $12,880 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
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 | $107,837 | $100,923+6.9% | $150,045-28.1% | $74,304+45.1% |
| Participation rate | 62.2% | 70.1%-7.9pp | 82.3%-20.1pp | 60.3%+1.8pp |
| Annual return | 16.14% | 51.77%-35.6pp | 62.55%-46.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $2,526 | $3,463-27.1% | $4,693-46.2% | $2,241+12.7% |
| Participant deferral / active EE | $5,422 | $6,709-19.2% | $7,997-32.2% | $3,767+43.9% |
| Admin fee / account holder | $717 | $2,767-74.1% | $13,435-94.7% | $2,969-75.9% |