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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $143,437 |
MORGAN STANLEY SMITH BARNEY6 years Service code 15 · EIN 26-4310632 | Recordkeeping | $119,675 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $29,755 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $13,635 |
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).
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 | $354,547 | $104,336+239.8% | $159,495+122.3% | $86,828+308.3% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.8%+11.7pp | 72.3%+22.2pp |
| Annual return | 36.48% | 26.32%+10.2pp | 263.72%-227.2pp | 97.95%-61.5pp |
| Employer contribution / active EE | $12,042 | $3,451+248.9% | $4,831+149.2% | $2,406+400.4% |
| Participant deferral / active EE | $9,764 | $6,837+42.8% | $7,354+32.8% | $4,132+136.3% |
| Admin fee / account holder | $628 | $172+264.7% | $10,804-94.2% | $170+270.4% |