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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $149,699 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 26-4310632 | Recordkeeping | $55,380 |
LGSH LLP1 year Service code 10 · EIN 94-4346929 | Accounting | $40,043 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $31,836 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,058 | $75,388+156.1% | $123,553+56.3% | $55,727+246.4% |
| Participation rate | 96.4% | 75.7%+20.8pp | 82.3%+14.1pp | 70.9%+25.6pp |
| Annual return | -4.06% | 4.48%-8.5pp | 119.21%-123.3pp | 244.94%-249.0pp |
| Employer contribution / active EE | $11,235 | $3,063+266.8% | $4,628+142.8% | $2,078+440.6% |
| Participant deferral / active EE | $8,606 | $5,651+52.3% | $6,426+33.9% | $3,356+156.5% |
| Admin fee / account holder | $583 | $120+387.1% | $9,284-93.7% | $115+406.4% |