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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE4+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 | Recordkeeping | $248,633 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 20 · EIN 26-4310632 | Trustee (individual) | $115,458 |
AMERIBEN3 years Filed as: AMERIBEN/IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $96,514 |
CONNER & WINTERS4+ years Service code 29 · EIN 73-1388566 | Legal | $57,206 |
HARPER & PEARSON COMPANY, P.C.4+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 | Accounting | $34,600 |
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 | $10,107 | $78,226-87.1% | $92,903-89.1% | $82,204-87.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 5.91% | 19.33%-13.4pp | 109.43%-103.5pp | 26.31%-20.4pp |
| Employer contribution / active EE | $1,646 | $3,911-57.9% | $3,653-54.9% | $2,707-39.2% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $91 | $119-23.9% | $5,795-98.4% | $76+19.9% |