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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $113,171 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: ACH RETIREMENT PLAN CONSULTANTS INC Service code 12 · EIN 45-3763537 | Plan Administrator; Direct payment fr... | $29,113 |
BEACHFLEISCHMAN PC2 years Filed as: BEACHFLEISCHMAN PLLC Service code 10 · EIN 86-0683059 | Accounting | $17,500 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 19 · EIN 95-1411037 | Securities Custodian | $6,843 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,357 | $82,163+34.3% | $125,363-12.0% | $64,814+70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.79% | 3.49%-21.3pp | 572.15%-589.9pp | 32.84%-50.6pp |
| Employer contribution / active EE | $821 | $3,616-77.3% | $4,815-83.0% | $2,507-67.3% |
| Participant deferral / active EE | $6,410 | $7,175-10.7% | $7,447-13.9% | $4,310+48.7% |
| Admin fee / account holder | $348 | $163+113.1% | $10,005-96.5% | $188+85.2% |