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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 14 · EIN 26-4310632 | Plan Administrator | $159,458 |
BLACKROCK2+ years Service code 28 525 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Investment Management | $49,511 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $45,335 |
Filed as: ARCHER, BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $41,731 |
RIDGEWORTH2+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 26-1483110 | Investment Management | $30,162 |
Filed as: TCW LARGE CAP VALUE Service code 28 · EIN 93-0939400 | Investment Management | $18,412 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 PO BOX 8528 · BOSTON, MA 022668528 | Investment Management | $18,042 |
Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $16,806 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $16,484 |
INVESCO2+ years Filed as: INVESCO AIM PRIVATE ASSET MGMT INC. Service code 28 · EIN 58-1707262 | Investment Management | $16,415 |
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 | $54,122 | $54,392-0.5% | $84,753-36.1% | $63,975-15.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.06% | 611.38%-608.3pp | 22.78%-19.7pp | 48.65%-45.6pp |
| Employer contribution / active EE | $3,514 | $2,943+19.4% | $3,574-1.7% | $2,182+61.1% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $332 | $136+144.8% | $5,333-93.8% | $70+372.1% |