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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 | $106,164+49.0% | $147,041+7.6% | $77,692+103.6% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 10.10% | 56.81%-46.7pp | 419.21%-409.1pp | 31.25%-21.1pp |
| Employer contribution / active EE | $11,794 | $4,066+190.0% | $4,935+139.0% | $2,726+332.6% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1,093 | $338+223.3% | $13,006-91.6% | $431+153.8% |