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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: J.P. MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,356,560 |
HEALTHSCOPE BENEFITS8+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 13 · EIN 71-0847266 | Contract Administrator | $140,735 |
ARNOLD & KADJAN8+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $136,253 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 19 · EIN 26-0058143 | Securities Custodian | $55,000 |
US BANK2 years Filed as: U.S BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $38,604 |
RICHARD J. WOLF & COMPANY6 years Filed as: RICHARD J. WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $27,714 |
MCM CPAS & ADVISORS LLP6 years Service code 10 · EIN 27-1235638 | Accounting | $21,010 |
Filed as: EMPLOYEE FRINGES AUDITING COMPANY Service code 10 · EIN 47-2979990 | Accounting | $6,500 |
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 | $76,886 | $95,918-19.8% | $151,634-49.3% | $77,906-1.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -13.68% | -5.50%-8.2pp | 3.32%-17.0pp | 12.16%-25.8pp |
| Employer contribution / active EE | $11,826 | $4,330+173.1% | $6,165+91.8% | $2,846+315.5% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $544 | $93+483.1% | $11,614-95.3% | $133+310.3% |