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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $169,323 |
MORGAN STANLEY SMITH BARNEY8 years Service code 15 · EIN 26-4310632 | Recordkeeping | $143,960 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & CO.,LLP Service code 10 · EIN 22-2428965 | Accounting | $39,375 |
Filed as: KRAVITZ, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $10,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $363,737 | $95,417+281.2% | $135,974+167.5% | $74,460+388.5% |
| Participation rate | 95.8% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.0pp |
| Annual return | 19.43% | 32.76%-13.3pp | 68.30%-48.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $11,177 | $3,878+188.2% | $4,859+130.0% | $2,638+323.7% |
| Participant deferral / active EE | $12,950 | $7,789+66.3% | $7,760+66.9% | $4,530+185.9% |
| Admin fee / account holder | $731 | $266+174.8% | $10,767-93.2% | $348+110.3% |