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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $254,485 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS Service code 27 114 WEST 47TH STREET · NEW YORK, NY 10036 | Advisory (Plan) | $236,080 |
MILLIMAN, INC.6 years Service code 15 3800 AMERICAN BLVD W. STE 400 · MINNEAPOLIS, MN 55431 | Recordkeeping | $149,973 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $145,304 |
Service code 27 · EIN 45-2531297 | Advisory (Plan) | $119,403 |
MATRIX TRUST COMPANY6 years Service code 27 · EIN 75-3182674 | Advisory (Plan) | $98,062 |
REINHART BOERNER VAN DEUREN S.C.9+ years Service code 27 · EIN 39-1126909 | Advisory (Plan) | $65,182 |
MARQUETTE ASSOCIATES9+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $65,000 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $62,226 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP, L.P. Service code 27 · EIN 45-5287411 | Advisory (Plan) | $52,424 |
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 | $184,512 | $88,480+108.5% | $96,683+90.8% | $80,160+130.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.60% | 22.53%-8.9pp | 35.69%-22.1pp | 40.38%-26.8pp |
| Employer contribution / active EE | $8,529 | $4,176+104.2% | $3,737+128.2% | $2,978+186.4% |
| Participant deferral / active EE | $2,536 | $3,959-35.9% | $4,878-48.0% | $5,017-49.5% |
| Admin fee / account holder | $537 | $212+153.7% | $6,730-92.0% | $145+270.6% |