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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 PARK AVENUE PLAZA · NEW YORK, NY 10005 | Advisory (Plan) | $50,053 |
Filed as: MERRILL LYNCH Service code 27 60 LAKE ST., SUITE 1G · BURLINGTON, VT 05401 | Advisory (Plan) | $42,477 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 51 JFK PARKWAY, FOURTH FLOOR · SHORT HILLS, NJ 07078 | Advisory (Plan) | $26,342 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 38 EASTWOOD DRIVE, SUITE 400 · SO. BURLINGTON, VT 05403 | Advisory (Plan) | $8,871 |
THE BANK OF NEW YORK MELLON1+ years Filed as: TD BANK, NA Service code 12 · EIN 03-0326281 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08002 | Investment advisory (plan); Claims pr... | $6,122 |
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 | $102,734 | $53,412+92.3% | $68,509+50.0% | $52,331+96.3% |
| Participation rate | 95.5% | 71.7%+23.8pp | 74.7%+20.7pp | 68.1%+27.3pp |
| Annual return | -3.70% | 3.42%-7.1pp | 8.27%-12.0pp | 4.54%-8.2pp |
| Employer contribution / active EE | $3,788 | $1,607+135.7% | $2,278+66.3% | $1,882+101.3% |
| Participant deferral / active EE | $4,140 | $2,688+54.0% | $3,382+22.4% | $3,022+37.0% |
| Admin fee / account holder | $898 | $461+94.9% | $5,275-83.0% | $592+51.9% |