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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $272,525 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,491 |
MATRIX TRUST COMPANY6+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $44,416 |
DOLAN MCENIRY CAPITAL MANAGEMENT6+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $34,871 |
ADVENT CAPITAL MANAGEMENT LLC6+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $27,649 |
CONNORS3 years Service code 27 · EIN 23-1716484 | Advisory (Plan) | $10,604 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $165,269 | $100,801+64.0% | $149,751+10.4% | $73,415+125.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 82.5%+6.4pp | 72.2%+16.7pp |
| Annual return | 11.43% | 265.34%-253.9pp | 276.71%-265.3pp | 59.30%-47.9pp |
| Employer contribution / active EE | $10,907 | $3,312+229.4% | $4,646+134.8% | $2,234+388.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1,252 | $181+592.7% | $9,312-86.6% | $158+693.2% |