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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN BROKER -DEALER Service code 27 PO BOX 681131 · CHICAGO, IL 60695 | Advisory (Plan) | $33,601 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 101 PARK AVE FL 12TH · NEW YORK, NY 101780002 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,704 | $101,672-28.5% | $147,117-50.6% | $74,478-2.4% |
| Participation rate | 42.6% | 75.5%-32.9pp | 82.2%-39.6pp | 67.2%-24.6pp |
| Annual return | 14.43% | 8757.83%-8743.4pp | 420.54%-406.1pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,064 | $7,305-30.7% | $8,065-37.2% | $4,350+16.4% |
| Admin fee / account holder | $313 | $1,753-82.1% | $12,993-97.6% | $1,946-83.9% |