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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $190,744 |
MORGAN STANLEY SMITH BARNEY7 years Service code 15 · EIN 26-4310632 | Recordkeeping | $69,758 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $33,624 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $31,145 |
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 | $278,298 | $82,188+238.6% | $125,401+121.9% | $64,829+329.3% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -11.16% | 3.50%-14.7pp | 572.53%-583.7pp | 32.85%-44.0pp |
| Employer contribution / active EE | $10,372 | $3,617+186.7% | $4,816+115.4% | $2,507+313.7% |
| Participant deferral / active EE | $10,342 | $7,177+44.1% | $7,448+38.8% | $4,312+139.9% |
| Admin fee / account holder | $583 | $163+257.1% | $10,008-94.2% | $188+210.3% |