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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $16,339 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,978 |
DUNBAR, BENDER & ZAPF, INC.2 years Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $6,400 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR, BENDER & ZAPF,INC. Service code 13 | Contract Administrator | $3,333 |
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 | $133,560 | $58,895+126.8% | $178,503-25.2% | $73,497+81.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.04% | 24.86%-13.8pp | 151.12%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $6,878 | $2,236+207.6% | $5,011+37.3% | $2,270+203.0% |
| Participant deferral / active EE | $3,898 | $2,567+51.9% | $5,202-25.1% | $3,740+4.2% |
| Admin fee / account holder | $407 | $400+1.6% | $13,987-97.1% | $513-20.7% |