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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $175,421 |
DELAWARE INVESTMENTS3+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $85,730 |
RIDGEWORTH3+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 26-1483110 | Investment Management | $31,344 |
BLACKROCK3+ years Service code 28 525 WASHINGTON BLVD. · JERSEY CITY, NJ 07310 | Investment Management | $25,522 |
Filed as: TCW LARGE CAP VALUE Service code 28 · EIN 93-0939400 | Investment Management | $20,505 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 PO BOX 8528 · BOSTON, MA 022668528 | Investment Management | $20,253 |
INVESCO3+ years Filed as: INVESCO AIM PRIVATE ASSET MGMT INC. Service code 28 · EIN 58-1707262 | Investment Management | $19,367 |
Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $18,910 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $18,444 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $17,841 |
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 | $58,337 | $221,442-73.7% | $92,240-36.8% | $77,958-25.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.60% | 15.65%-6.1pp | 176.29%-166.7pp | 20.87%-11.3pp |
| Employer contribution / active EE | $3,937 | $3,226+22.0% | $3,680+7.0% | $2,310+70.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $346 | $210+65.2% | $5,194-93.3% | $97+255.7% |