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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $295,835 |
MATRIX TRUST COMPANY7+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $51,733 |
DOLAN MCENIRY CAPITAL MANAGEMENT7+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $25,796 |
ADVENT CAPITAL MANAGEMENT LLC7+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $25,607 |
CONNORS4 years Service code 27 · EIN 23-1716484 | Advisory (Plan) | $13,045 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,819 | $104,336+59.9% | $159,495+4.6% | $86,828+92.1% |
| Participation rate | 97.2% | 77.7%+19.4pp | 82.8%+14.3pp | 72.3%+24.9pp |
| Annual return | 8.78% | 26.32%-17.5pp | 263.72%-254.9pp | 97.95%-89.2pp |
| Employer contribution / active EE | $10,996 | $3,451+218.6% | $4,831+127.6% | $2,406+357.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1,299 | $172+654.5% | $10,804-88.0% | $170+666.2% |