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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,618,016 |
HEALTHSCOPE BENEFITS7+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $129,492 |
ARNOLD & KADJAN7+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $117,419 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $59,750 |
US BANK1 year Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $39,504 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $30,000 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $19,800 |
Filed as: EMPLOYEE FRINGES AUDITING COMPANY Service code 10 · EIN 47-2979990 | Accounting | $5,840 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,661 | $118,337-20.9% | $189,534-50.6% | $93,010+0.7% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 13.79% | 21.77%-8.0pp | 555.39%-541.6pp | 158.70%-144.9pp |
| Employer contribution / active EE | $11,572 | $4,204+175.2% | $6,162+87.8% | $2,705+327.7% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $560 | $100+462.1% | $12,049-95.4% | $152+269.3% |