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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,307,451 |
HEALTHSCOPE BENEFITS6+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $139,320 |
ARNOLD & KADJAN6+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $135,507 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $41,930 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $31,923 |
AXIA ADVISORY CORPORATION4 years Service code 27 · EIN 35-1859469 | Advisory (Plan) | $20,000 |
MCM CPAS & ADVISORS LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $18,300 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $18,117 |
Filed as: EMPLOYEE FRINGES AUDITING COMPANY Service code 10 · EIN 47-2979990 | Accounting | $3,900 |
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 | $81,968 | $110,699-26.0% | $177,839-53.9% | $90,274-9.2% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 13.96% | 22.79%-8.8pp | 48.33%-34.4pp | 53.97%-40.0pp |
| Employer contribution / active EE | $11,253 | $4,118+173.2% | $5,919+90.1% | $2,523+345.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $473 | $90+426.0% | $12,432-96.2% | $114+315.1% |