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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GRAYSTONE CONSULTING Service code 15 111 N. WASHINGTON ST · GREEN BAY, WI 54301 | Recordkeeping | $78,497 |
RIDGEWORTH1+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD. Service code 27 100 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $12,866 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 27 100 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $12,160 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,126 | $76,551+200.6% | $123,894+85.7% | $62,881+266.0% |
| Participation rate | 98.5% | 73.0%+25.5pp | 81.4%+17.1pp | 69.3%+29.2pp |
| Annual return | 2.06% | 18.68%-16.6pp | 47.52%-45.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $6,505 | $2,882+125.7% | $4,617+40.9% | $2,281+185.2% |
| Participant deferral / active EE | $6,587 | $4,840+36.1% | $5,984+10.1% | $3,203+105.7% |
| Admin fee / account holder | $922 | $4,826-80.9% | $8,357-89.0% | $4,296-78.5% |