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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE3+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $235,396 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 20 · EIN 26-4310632 | Trustee (individual) | $112,665 |
AMERIBEN2 years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $96,574 |
HARPER & PEARSON COMPANY, P.C.3+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $63,200 |
CONNER & WINTERS3+ years Service code 29 · EIN 73-1388566 | Legal | $26,949 |
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 | $8,434 | $57,255-85.3% | $83,830-89.9% | $68,904-87.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | 7.78% | -0.34%+8.1pp | 850.97%-843.2pp | 1.07%+6.7pp |
| Employer contribution / active EE | $1,509 | $3,341-54.8% | $3,631-58.4% | $2,540-40.6% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $84 | $103-18.4% | $5,479-98.5% | $71+18.3% |