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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $111,751 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 26-4310632 | Recordkeeping | $91,952 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $28,340 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $16,535 |
LGSH LLP3 years Service code 10 · EIN 94-4346929 | Accounting | $14,295 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,676 | $100,801+169.5% | $149,751+81.4% | $73,415+270.1% |
| Participation rate | 94.9% | 77.7%+17.2pp | 82.5%+12.4pp | 72.2%+22.7pp |
| Annual return | 18.84% | 265.34%-246.5pp | 276.71%-257.9pp | 59.30%-40.5pp |
| Employer contribution / active EE | $10,032 | $3,312+202.9% | $4,646+115.9% | $2,234+349.1% |
| Participant deferral / active EE | $8,387 | $6,404+31.0% | $6,843+22.6% | $3,806+120.4% |
| Admin fee / account holder | $544 | $181+201.0% | $9,312-94.2% | $158+244.7% |