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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $763,013 |
UNIFIED TRUST COMPANY, N.A.1+ years Filed as: UNIFIED MANAGED ACCOUNT Service code 27 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Advisory (Plan) | $663,564 |
FABIAN & BYRN LLC1+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $147,621 |
CLEARBROOK INVESTMENT1+ years Service code 16 152 WEST 57TH STREET, 8TH FLOOR · NEW YORK, NY 10019 | Consulting | $70,000 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 51 · EIN 26-1483110 | Investment Mgmt Fees | $68,584 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $66,177 |
MSPC1+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $38,845 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 PO BOX 79269 · ATLANTA, GA 303577269 | Investment Management | $24,266 |
Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07102 | Legal | $23,942 |
TOBIA & SORGER ESQS. LLC1+ years Filed as: TOBIA & SORGER ESQS. Service code 29 · EIN 20-2110835 | Legal | $16,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,011 | $55,516+116.2% | $75,784+58.4% | $59,188+102.8% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.8%+21.4pp | 69.4%+27.8pp |
| Annual return | -0.49% | -1.89%+1.4pp | 9.68%-10.2pp | 5.51%-6.0pp |
| Employer contribution / active EE | $6,834 | $2,604+162.5% | $3,323+105.6% | $2,098+225.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $557 | $110+406.2% | $5,300-89.5% | $92+503.9% |