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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $276,765 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,336 |
MATRIX TRUST COMPANY3+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $46,105 |
Filed as: DOLAN MCENIRY CAPITAL MANAGMENT Service code 27 · EIN 36-4169967 | Advisory (Plan) | $24,678 |
ADVENT CAPITAL MANAGEMENT LLC3+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $23,987 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $155,374 | $155,795-0.3% | $136,298+14.0% | $69,634+123.1% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 12.29% | 232464.33%-232452.0pp | 5156.27%-5144.0pp | 27572.26%-27560.0pp |
| Employer contribution / active EE | $11,122 | $2,991+271.9% | $4,696+136.9% | $2,032+447.3% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $1,365 | $128+964.0% | $9,244-85.2% | $110+1135.6% |