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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $55,309 |
BENEFIT SOLUTIONS INC1 year Filed as: BENEFIT SOLUTIONS Service code 15 | Recordkeeping | $16,855 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,500 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD., STE 400 · CINCINNATI, OH 45226 | Legal | $9,649 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $7,000 |
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 | $46,054 | $52,450-12.2% | $129,397-64.4% | $74,429-38.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 6.90% | 15.65%-8.7pp | 9453.98%-9447.1pp | 1368.38%-1361.5pp |
| Employer contribution / active EE | $6,352 | $1,532+314.6% | $4,154+52.9% | $2,625+142.0% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,167-100.0% | $4,348-100.0% |
| Admin fee / account holder | $631 | $2,636-76.1% | $7,679-91.8% | $1,944-67.6% |