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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $18,193 |
MSPC7 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $9,327 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $6,880 |
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 | $55,958 | $62,242-10.1% | $105,582-47.0% | $69,733-19.8% |
| Participation rate | 100.0% | 47.3%+52.7pp | 71.8%+28.2pp | 62.5%+37.5pp |
| Annual return | 6.95% | 15.40%-8.5pp | 18.61%-11.7pp | 15.22%-8.3pp |
| Employer contribution / active EE | $5,755 | $1,558+269.4% | $2,984+92.9% | $2,250+155.7% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $4,353-100.0% | $3,054-100.0% |
| Admin fee / account holder | $507 | $4,615-89.0% | $12,856-96.1% | $3,102-83.6% |