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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $24,654 |
Filed as: RIVERO, GORDIMER & COMPANY PA Service code 10 · EIN 59-3040705 | Accounting | $21,650 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,142 |
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $4,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,741 | $73,988-0.3% | $96,538-23.6% | $75,177-1.9% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.3pp |
| Annual return | 22.88% | 26.73%-3.8pp | 35.74%-12.9pp | 160.75%-137.9pp |
| Employer contribution / active EE | $3,004 | $2,930+2.5% | $3,740-19.7% | $2,671+12.4% |
| Participant deferral / active EE | $8,591 | $3,660+134.7% | $4,880+76.0% | $4,126+108.2% |
| Admin fee / account holder | $557 | $5,220-89.3% | $6,737-91.7% | $5,651-90.1% |