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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC9 years Filed as: TRI-STATE ADMINISTRATORS, INC. Service code 13 · EIN 22-3478819 | Contract Administrator | $296,739 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $25,000 |
O'BRIEN BELLAND & BUSHINSKY4 years Filed as: O'BRIEN, BELLAND & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $12,454 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN, LEWIS BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $6,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,232 | $57,150-90.8% | $93,696-94.4% | $106,553-95.1% |
| Participation rate | 32.4% | 49.1%-16.7pp | 68.7%-36.3pp | 69.8%-37.4pp |
| Annual return | 4.26% | 15.81%-11.6pp | 133.74%-129.5pp | 17.37%-13.1pp |
| Employer contribution / active EE | $83 | $1,015-91.8% | $2,422-96.6% | $3,359-97.5% |
| Participant deferral / active EE | $42 | $1,853-97.7% | $4,417-99.1% | $5,562-99.3% |
| Admin fee / account holder | $62 | $64-3.6% | $8,287-99.3% | $80-22.1% |