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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 | $52,682+6.2% | $78,004-28.3% | $64,097-12.7% |
| Participation rate | 100.0% | 47.7%+52.3pp | 69.4%+30.6pp | 55.2%+44.8pp |
| Annual return | 6.95% | 22.45%-15.5pp | 31.07%-24.1pp | 34.64%-27.7pp |
| Employer contribution / active EE | $5,755 | $1,323+334.9% | $2,469+133.1% | $1,891+204.3% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $507 | $5,420-90.6% | $7,578-93.3% | $3,454-85.3% |