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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION2+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $239,724 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,223 | $68,408+55.3% | $57,196+85.7% | $57,658+84.2% |
| Participation rate | 94.1% | 79.1%+15.0pp | 75.3%+18.8pp | 70.2%+23.9pp |
| Annual return | 6.03% | 8.51%-2.5pp | 14.59%-8.6pp | 5.13%+0.9pp |
| Employer contribution / active EE | $5,901 | $2,869+105.7% | $2,683+120.0% | $1,974+199.0% |
| Participant deferral / active EE | $2,936 | $2,903+1.1% | $3,096-5.2% | $3,061-4.1% |
| Admin fee / account holder | $358 | $70+414.2% | $3,141-88.6% | $95+278.9% |