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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $132,864 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 26-4310632 | Recordkeeping | $77,358 |
LGSH LLP2 years Service code 10 · EIN 94-4346929 | Accounting | $33,235 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $13,900 |
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).
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 | $226,582 | $88,122+157.1% | $141,200+60.5% | $67,584+235.3% |
| Participation rate | 94.2% | 76.5%+17.8pp | 82.5%+11.8pp | 71.3%+23.0pp |
| Annual return | 28.11% | 75.40%-47.3pp | 71.41%-43.3pp | 378.59%-350.5pp |
| Employer contribution / active EE | $9,088 | $3,224+181.8% | $4,736+91.9% | $2,148+323.1% |
| Participant deferral / active EE | $7,946 | $5,958+33.4% | $6,710+18.4% | $3,540+124.5% |
| Admin fee / account holder | $530 | $131+304.6% | $10,265-94.8% | $142+272.1% |