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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $238,929 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $190,040 |
MILLIMAN, INC.2 years Service code 15 3800 AMERICAN BLVD W. STE 400 · MINNEAPOLIS, MN 55431 | Recordkeeping | $172,262 |
Service code 28 · EIN 45-2531297 | Investment Management | $88,415 |
MATRIX TRUST COMPANY2 years Service code 28 · EIN 75-3182674 | Investment Management | $86,006 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 27 · EIN 45-5287411 | Advisory (Plan) | $82,135 |
REINHART BOERNER VAN DEUREN S.C.5+ years Service code 27 · EIN 39-1126909 | Advisory (Plan) | $67,731 |
MARQUETTE ASSOCIATES5+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $60,000 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $58,631 |
FREYBERG HINKLE ET AL5+ years Filed as: FREYBERG HINKLE Service code 10 · EIN 39-1531945 | Accounting | $30,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,243 | $66,051+162.3% | $92,893+86.5% | $77,787+122.7% |
| Participation rate | 99.0% | 81.0%+18.0pp | 76.0%+23.0pp | 73.2%+25.8pp |
| Annual return | 16.91% | 20.69%-3.8pp | 109.41%-92.5pp | 32.57%-15.7pp |
| Employer contribution / active EE | $8,203 | $3,426+139.5% | $3,653+124.6% | $2,504+227.5% |
| Participant deferral / active EE | $1,500 | $3,013-50.2% | $4,236-64.6% | $3,967-62.2% |
| Admin fee / account holder | $581 | $148+293.4% | $5,794-90.0% | $100+481.1% |