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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $247,858 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,500 |
MATRIX TRUST COMPANY2+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $45,038 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $23,151 |
ADVENT CAPITAL MANAGEMENT LLC2+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $21,826 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $141,696 | $80,177+76.7% | $123,894+14.4% | $57,661+145.7% |
| Participation rate | 94.5% | 74.4%+20.1pp | 81.4%+13.1pp | 70.2%+24.3pp |
| Annual return | 5.10% | 17.90%-12.8pp | 47.52%-42.4pp | 5.13%0pp |
| Employer contribution / active EE | $10,775 | $2,913+269.9% | $4,617+133.4% | $1,974+445.9% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1,265 | $106+1090.1% | $8,357-84.9% | $95+1238.4% |