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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) | $1,159,873 |
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $133,785 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $97,736 |
AXIA ADVISORY CORPORATION2 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $40,000 |
RICHARD J. WOLF & COMPANY2 years Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $23,264 |
MCM CPAS & ADVISORS LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $18,050 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,176 |
Filed as: EMPLOYEE FRINGES AUDITING COMPANY Service code 10 · EIN 47-2979990 | Accounting | $6,000 |
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 | $56,194 | $82,546-31.9% | $140,019-59.9% | $75,289-25.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.38% | -0.36%-4.0pp | 651.19%-655.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $9,282 | $3,856+140.7% | $5,605+65.6% | $2,405+286.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $373 | $86+335.4% | $10,705-96.5% | $102+265.0% |