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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE1+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $236,128 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 20 · EIN 26-4310632 | Trustee (individual) | $109,710 |
ERISA SERVICES, INC.1+ years Filed as: ERISA Service code 13 · EIN 75-2915587 | Contract Administrator | $51,574 |
HARPER & PEARSON COMPANY, P.C.1+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $43,725 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 | Legal | $17,004 |
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 | $5,358 | $50,626-89.4% | $84,753-93.7% | $65,292-91.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | -0.43% | 5.34%-5.8pp | 22.78%-23.2pp | 11.84%-12.3pp |
| Employer contribution / active EE | $1,542 | $3,033-49.2% | $3,574-56.9% | $2,302-33.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $80 | $97-17.2% | $5,333-98.5% | $57+39.5% |