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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $41,311 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
WITHUMSMITH+BROWN, PC3 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $8,745 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,750 |
WRS1 year Service code 10 · EIN 20-2840995 | Accounting | $1,800 |
Filed as: FIDELITY INV INSTL OP COMPANY LLC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,859 | $50,150-58.4% | $149,723-86.1% | $80,169-74.0% |
| Participation rate | 33.6% | 64.3%-30.7pp | 78.8%-45.2pp | 72.9%-39.3pp |
| Annual return | 11.95% | 29.80%-17.9pp | 134.50%-122.5pp | 40.39%-28.4pp |
| Employer contribution / active EE | $0 | $1,868-100.0% | $4,821-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,259 | $3,195-60.6% | $5,682-77.8% | $5,016-74.9% |
| Admin fee / account holder | $43 | $153-71.6% | $13,215-99.7% | $145-70.1% |