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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $257,314 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,798 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $34,266 |
ADVENT CAPITAL MANAGEMENT LLC1+ years Service code 49 · EIN 34-4168910 | Other Services | $16,982 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $12,548 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT AND INS Service code 21 · EIN 51-0099033 | Bank Trustee | $11,489 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD Service code 27 · EIN 34-1922005 | Advisory (Plan) | $4,697 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,541 | $88,324+52.3% | $115,038+17.0% | $55,191+143.8% |
| Participation rate | 97.2% | 72.5%+24.6pp | 81.4%+15.8pp | 69.2%+28.0pp |
| Annual return | -1.76% | 6.30%-8.1pp | 26.14%-27.9pp | 10.78%-12.5pp |
| Employer contribution / active EE | $11,423 | $2,805+307.2% | $4,608+147.9% | $1,899+501.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1,170 | $105+1010.6% | $8,175-85.7% | $91+1189.2% |