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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $81,531 |
MICHAEL BRADY10+ years Service code 14 · EIN 14-1437195 | Plan Administrator | $38,673 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $22,650 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $22,453 |
BLITMAN & KING3 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $22,375 |
Filed as: JOSEPH MCCARTHY Service code 10 · EIN 16-1120588 | Accounting | $10,211 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $6,742 |
OCIO MONITOR4 years Service code 27 11419 SOUTH HOLLY SPRINGS DRIVE · SOUTH JORDAN, UT 84009 | Advisory (Plan) | $5,535 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,188 | $83,436-80.6% | $103,693-84.4% | $83,436-80.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.6%+27.4pp | 73.2%+26.8pp |
| Annual return | 6.66% | 19.34%-12.7pp | 47.61%-41.0pp | 19.34%-12.7pp |
| Employer contribution / active EE | $2,327 | $4,072-42.8% | $2,920-20.3% | $4,072-42.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $4,579-100.0% | $3,411-100.0% |
| Admin fee / account holder | $159 | $265-40.0% | $7,858-98.0% | $265-40.0% |