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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $73,629 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $57,301 |
AB FUNDS3 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,211 | $51,197+130.9% | $82,719+42.9% | $66,914+76.7% |
| Participation rate | 96.6% | 67.8%+28.8pp | 72.6%+24.0pp | 69.8%+26.8pp |
| Annual return | -11.97% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,434 | $2,611+31.5% | $3,009+14.1% | $2,544+35.0% |
| Participant deferral / active EE | $4,200 | $3,458+21.5% | $4,395-4.4% | $4,237-0.9% |
| Admin fee / account holder | $356 | $416-14.4% | $5,329-93.3% | $593-40.0% |