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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $228,732 |
MATRIX TRUST COMPANY10+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $51,515 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,100 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $46,201 |
CONNORS7 years Service code 27 | Advisory (Plan) | $25,308 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $158,200 | $106,264+48.9% | $147,117+7.5% | $77,762+103.4% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 10.10% | 56.94%-46.8pp | 420.54%-410.4pp | 31.27%-21.2pp |
| Employer contribution / active EE | $11,794 | $4,074+189.5% | $4,932+139.1% | $2,728+332.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1,093 | $334+226.8% | $12,993-91.6% | $433+152.4% |