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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 | $56,121-0.3% | $92,985-39.8% | $64,340-13.0% |
| Participation rate | 100.0% | 44.9%+55.1pp | 69.5%+30.5pp | 55.2%+44.8pp |
| Annual return | 6.95% | 19.19%-12.2pp | 27.99%-21.0pp | 24.14%-17.2pp |
| Employer contribution / active EE | $5,755 | $1,351+325.9% | $2,662+116.2% | $1,862+209.1% |
| Participant deferral / active EE | $0 | $2,362-100.0% | $4,377-100.0% | $2,980-100.0% |
| Admin fee / account holder | $507 | $6,869-92.6% | $9,463-94.6% | $3,703-86.3% |