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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET ST SUITE 1200 · PHILADELPHIA, PA 19103 | Investment Management | $86,945 |
GEM GROUP3+ years Service code 14 · EIN 25-1139840 501 CARR ROAD · WILMINGTON, DE 19809 | Plan Administrator | $32,528 |
Filed as: ZENITH Service code 14 501 CARR ROAD · WILMINGTON, DE 19809 | Plan Administrator | $17,079 |
FIS BUSINESS SYSTEMS LLC1 year Filed as: FIS BROKERERAGE & SERVICES LLC Service code 99 2100 ENTERPRISE AVENUE · GENEVA, IL 60134 | Other Fees | $11,950 |
Filed as: WHISMAN GIORDANO LLC Service code 10 · EIN 20-3934956 111 CONTINENTAL DRIVE · NEWARK, DE 197134330 | Accounting | $8,550 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MIDATLANTIC TRUST COMPANY Service code 65 · EIN 26-0010549 1281 WATERFRONT PLAZA · PITTSBURGH, PA 15222 | Account Maintenance | $1,560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,951 | $89,274-59.7% | $149,716-76.0% | $77,958-53.9% |
| Participation rate | 0.0% | 87.6%-87.6pp | 87.1%-87.1pp | 71.6%-71.6pp |
| Annual return | 16.08% | 20.36%-4.3pp | 1501.67%-1485.6pp | 20.87%-4.8pp |
| Employer contribution / active EE | $4,715 | $3,727+26.5% | $5,444-13.4% | $2,310+104.1% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $103 | $240-56.9% | $11,282-99.1% | $97+6.1% |