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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT. INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,468,693 |
ARNOLD & KADJAN2 years Service code 29 · EIN 36-2498571 | Legal | $88,020 |
EAGAN & ASSOCIATES2 years Service code 16 · EIN 35-2079674 | Consulting | $68,207 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $57,500 |
Filed as: L. M. HENDERSON & COMPANY, LLP Service code 10 · EIN 20-5520612 | Accounting | $32,300 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD J WOLF Service code 10 · EIN 36-3182363 | Accounting | $11,489 |
MIDWEST PRESORT SERVICES1 year Filed as: MIDWEST PRESORT SOLUTIONS Service code 36 5623 DIVIDEND RD · INDIANAPOLIS, IN 46241 | Copying and duplicating | $6,494 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 49 3000 S LENOLA RD · MAPLE SHADE, NJ 08052 | Other Services | $6,315 |
Service code 10 · EIN 47-2979990 | Accounting | $6,300 |
Service code 49 3000 S LENOLA RD · MAPLE SHADE, NJ 08052 | Other Services | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,183 | $122,585-41.9% | $184,256-61.4% | $200,096-64.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 8.97% | 144.12%-135.1pp | 28.85%-19.9pp | 34.26%-25.3pp |
| Employer contribution / active EE | $9,043 | $4,571+97.8% | $6,427+40.7% | $3,038+197.7% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $925 | $120+669.8% | $13,899-93.3% | $269+243.5% |