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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 14 · EIN 26-4310632 | Plan Administrator | $138,741 |
BLACKROCK1+ years Service code 28 525 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Investment Management | $48,316 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $36,261 |
CONGRESS ASSET MANAGEMENT1+ years Filed as: CONGRESS ASSET MANAGMENT CO. Service code 28 · EIN 04-2848965 | Investment Management | $35,556 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 26-1483110 | Investment Management | $34,059 |
CALLAN LLC1+ years Filed as: NWQ INVESTMENT MANAGMENT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $30,789 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $26,957 |
Filed as: ARCHER, BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $24,271 |
THE LONDON COMPANY1+ years Filed as: THE LONDON CO. Service code 28 · EIN 90-0824693 | Investment Management | $18,200 |
INVESCO1+ years Filed as: INVESCO AIM PRIVATE ASSET MGMT INC. Service code 28 · EIN 58-1707262 | Investment Management | $16,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,323 | $55,516-5.8% | $75,781-31.0% | $59,188-11.6% |
| Participation rate | 96.2% | 73.6%+22.6pp | 75.8%+20.4pp | 69.4%+26.8pp |
| Annual return | 0.23% | -1.89%+2.1pp | 9.68%-9.4pp | 5.51%-5.3pp |
| Employer contribution / active EE | $3,357 | $2,604+28.9% | $3,323+1.0% | $2,098+60.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $350 | $110+218.3% | $5,299-93.4% | $92+279.7% |