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| Provider | Service type | Compensation |
|---|---|---|
GREEN HASSON JANKS3+ years Filed as: GREEN SQUARE CAPITAL Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $76,792 |
CINCINNATI ASSET MANAGEMENT3+ years Service code 28 · EIN 31-1264576 8845 GOVERNOR'S HILL DR · CINCINNATI, OH 45249 | Investment Management | $23,490 |
VIDA CAPITAL1 year Service code 28 835 WEST 6TH STREET · AUSTIN, TX 78703 | Investment Management | $21,868 |
Filed as: MORGAN STANLEY SMITH BARNEY,LLC Service code 28 1585 BROADWAY AVENUE · NEW YORK, NY 10036 | Investment Management | $14,659 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $10,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,017 | $59,186+153.5% | $76,766+95.4% | $56,287+166.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 7.13% | 6.62%+0.5pp | 2.43%+4.7pp | -9.96%+17.1pp |
| Employer contribution / active EE | $9,259 | $1,759+426.5% | $2,485+272.6% | $2,111+338.6% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,851-100.0% | $3,350-100.0% |
| Admin fee / account holder | $562 | $489+14.8% | $6,675-91.6% | $521+7.8% |