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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $236,546 |
MATRIX TRUST COMPANY8+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $51,435 |
ADVENT CAPITAL MANAGEMENT LLC8+ years Service code 27 · EIN 34-4168910 | Advisory (Plan) | $20,980 |
DOLAN MCENIRY CAPITAL MANAGEMENT8+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $16,963 |
CONNORS5 years Service code 27 · EIN 23-1716484 | Advisory (Plan) | $13,324 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,710 | $82,163+71.3% | $125,381+12.2% | $64,819+117.1% |
| Participation rate | 91.5% | 77.9%+13.6pp | 82.4%+9.1pp | 71.5%+20.0pp |
| Annual return | -13.88% | 3.49%-17.4pp | 572.31%-586.2pp | 32.84%-46.7pp |
| Employer contribution / active EE | $11,402 | $3,616+215.3% | $4,815+136.8% | $2,507+354.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1,150 | $163+604.9% | $10,007-88.5% | $188+512.5% |