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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 15 · EIN 26-4310632 | Recordkeeping | $630,565 |
SUSTAINABLE GROWTH ADVISORS2 years Service code 51 | Investment Mgmt Fees | $198,743 |
CICH & WTF3+ years Service code 13 · EIN 37-1117215 | Contract Administrator | $128,422 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 28 · EIN 36-4445613 | Investment Management | $43,746 |
SKYBRIDGE CAPITAL3+ years Filed as: SKYBRIDGE CAPITAL II, LLC Service code 51 · EIN 26-0403497 | Investment Mgmt Fees | $41,659 |
CAVANAGH & O'HARA3+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $24,757 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $14,500 |
STONEBRIDGE3+ years Filed as: STONEBRIDGE ADVISORS LLC Service code 28 · EIN 34-2027194 | Investment Management | $13,718 |
WESTWIND CONCEPTS3+ years Service code 49 · EIN 36-3992116 | Other Services | $5,093 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,674 | $60,396-59.1% | $83,850-70.6% | $75,289-67.2% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.1%+20.7pp | 72.4%+24.4pp |
| Annual return | 7.72% | 3.84%+3.9pp | 850.92%-843.2pp | -0.04%+7.8pp |
| Employer contribution / active EE | $3,720 | $3,343+11.3% | $3,631+2.4% | $2,405+54.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $193 | $141+36.8% | $5,478-96.5% | $102+88.9% |