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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $125,891 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,725 |
SD MAYER & ASSOCIATES1 year Filed as: SD MAYER Service code 10 · EIN 46-1171913 | Accounting | $16,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,426 | $31,741-10.4% | $56,077-49.3% | $199,921-85.8% |
| Participation rate | 20.9% | 32.3%-11.4pp | 52.5%-31.6pp | 72.0%-51.1pp |
| Annual return | 17.28% | 14.72%+2.6pp | 1709.28%-1692.0pp | 34.28%-17.0pp |
| Employer contribution / active EE | $200 | $508-60.6% | $1,040-80.8% | $3,035-93.4% |
| Participant deferral / active EE | $985 | $1,184-16.8% | $1,954-49.6% | $5,089-80.7% |
| Admin fee / account holder | $333 | $426-21.8% | $2,825-88.2% | $269+23.8% |