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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 19 · EIN 84-0467907 | Securities Custodian | $68,778 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 19 · EIN 20-8764829 | Securities Custodian | $66,326 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $46,296 |
Service code 13 · EIN 82-2454243 | Contract Administrator | $26,000 |
BAIRD FUNDS10+ years Filed as: ROBERT M. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $20,000 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $14,941 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,114 | $82,979+59.2% | $102,412+29.0% | $77,736+70.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.67% | 19.11%-8.4pp | 24.94%-14.3pp | 31.26%-20.6pp |
| Employer contribution / active EE | $7,882 | $3,554+121.8% | $3,870+103.7% | $2,728+189.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $420 | $639-34.3% | $8,388-95.0% | $433-3.1% |