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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $277,802 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,329 |
MATRIX TRUST COMPANY5+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $48,648 |
DOLAN MCENIRY CAPITAL MANAGEMENT5+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $30,791 |
ADVENT CAPITAL MANAGEMENT LLC5+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $27,830 |
CONNORS2 years Service code 27 · EIN 23-1716484 | Advisory (Plan) | $10,569 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $156,917 | $88,122+78.1% | $141,200+11.1% | $67,584+132.2% |
| Participation rate | 91.9% | 76.5%+15.5pp | 82.5%+9.4pp | 71.3%+20.6pp |
| Annual return | 14.68% | 75.40%-60.7pp | 71.41%-56.7pp | 378.59%-363.9pp |
| Employer contribution / active EE | $11,130 | $3,224+245.2% | $4,736+135.0% | $2,148+418.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $1,318 | $131+906.9% | $10,265-87.2% | $142+826.2% |