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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 25 · EIN 31-0838515 | Directed Trustee | $178,411 |
GEM GROUP1 year Service code 64 · EIN 26-1603738 | Recordkeeping Fees | $60,224 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $52,646 |
ASB CAPITAL MANAGEMENT2+ years Service code 51 · EIN 55-0908702 | Investment Mgmt Fees | $33,507 |
Filed as: CASSIDY, MYERS, COGAN, VOEGELIN Service code 22 · EIN 55-0614690 | Insurance Broker | $20,722 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON, KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $19,870 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 | Pension Consulting | $19,000 |
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 | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 5.14% | 13.51%-8.4pp | 29.29%-24.1pp | 5.13%0pp |
| Employer contribution / active EE | $5,652 | $3,161+78.8% | $5,211+8.5% | $1,974+186.3% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |