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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $293,393 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,306 |
MATRIX TRUST COMPANY4+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 | Bank Trustee | $48,059 |
Filed as: DOLAN MCENIRY CAPITAL MANAGMENT Service code 27 · EIN 36-4169967 | Advisory (Plan) | $27,574 |
ADVENT CAPITAL MANAGEMENT LLC4+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $27,103 |
CONNORS1 year Service code 27 · EIN 23-1716484 | Advisory (Plan) | $10,390 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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.)
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 | $141,855 | $75,388+88.2% | $123,553+14.8% | $55,727+154.6% |
| Participation rate | 92.8% | 75.7%+17.1pp | 82.3%+10.5pp | 70.9%+22.0pp |
| Annual return | -4.71% | 4.48%-9.2pp | 119.21%-123.9pp | 244.94%-249.7pp |
| Employer contribution / active EE | $11,122 | $3,063+263.1% | $4,628+140.3% | $2,078+435.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1,357 | $120+1033.0% | $9,284-85.4% | $115+1078.0% |