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| Provider | Service type | Compensation |
|---|---|---|
KELLIANNE MCINNIS2 years Service code 30 · EIN 27-0970217 | Employee (plan) | $60,647 |
TAMMY GRAVES3 years Filed as: TAMMY TAMBURELLO Service code 30 · EIN 27-0970217 | Employee (plan) | $56,059 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $45,000 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $31,181 |
CARY KANE LLP4 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $17,606 |
TARTER KRINSKY & DROGIN2 years Filed as: TARTER KRINSKY & DROGIN LLP Service code 29 · EIN 13-4160916 | Legal | $12,266 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,107 | $55,457+230.2% | $76,119+140.6% | $77,736+135.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 10.61% | 17.09%-6.5pp | 361.25%-350.6pp | 31.26%-20.6pp |
| Employer contribution / active EE | $4,939 | $1,792+175.6% | $2,693+83.4% | $2,728+81.1% |
| Participant deferral / active EE | $987 | $3,454-71.4% | $4,259-76.8% | $4,651-78.8% |
| Admin fee / account holder | $422 | $411+2.7% | $6,421-93.4% | $433-2.7% |