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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.2+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $25,446 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $18,020 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,239 |
Filed as: ROLAND CRISS & WILLIAMS INC. Service code 27 · EIN 75-2866255 | Advisory (Plan) | $15,250 |
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.)
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 | $134,466 | $68,408+96.6% | $57,196+135.1% | $57,658+133.2% |
| Participation rate | 26.7% | 79.1%-52.4pp | 75.3%-48.6pp | 70.2%-43.5pp |
| Annual return | 6.88% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,162 | $2,903-25.5% | $3,096-30.2% | $3,061-29.4% |
| Admin fee / account holder | $700 | $70+904.5% | $3,141-77.7% | $95+640.2% |