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| Provider | Service type | Compensation |
|---|---|---|
CDH PC1 year Service code 10 100 PIERCE RD STE 100 · ITASCA, IL 60143 | Accounting | $11,985 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $5,438 |
RELO REDAC INC3 years Service code 99 1010 AVENUE OF THE AMERICAS 4TH FL · NEW YORK, NY 10018 | Other Fees | $630 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,320 | $59,105+35.9% | $160,009-49.8% | $66,938+20.0% |
| Participation rate | 59.7% | 68.1%-8.4pp | 78.0%-18.3pp | 69.8%-10.1pp |
| Annual return | -18.68% | -12.26%-6.4pp | 408.85%-427.5pp | 1.58%-20.3pp |
| Employer contribution / active EE | $695 | $1,983-65.0% | $4,225-83.6% | $2,545-72.7% |
| Participant deferral / active EE | $4,018 | $4,395-8.6% | $6,183-35.0% | $4,238-5.2% |
| Admin fee / account holder | $449 | $591-24.0% | $8,715-94.9% | $594-24.4% |