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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 21 · EIN 13-2919773 | Bank Trustee | $154,793 |
STAGEHANDS1 year Service code 49 · EIN 39-1355297 | Other Services | $17,799 |
SCHENCK SC2+ years Service code 10 · EIN 39-1173131 11414 W PARK PLACE, STE. 200 · MILWAUKEE, WI 53224 | Accounting | $11,400 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $10,243 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,995 | $41,281-0.7% | $109,313-62.5% | $57,658-28.9% |
| Participation rate | 95.4% | 59.3%+36.1pp | 71.3%+24.2pp | 70.2%+25.2pp |
| Annual return | 5.12% | 8.97%-3.9pp | 22.07%-17.0pp | 5.13%0pp |
| Employer contribution / active EE | $1,638 | $1,201+36.3% | $3,892-57.9% | $1,974-17.0% |
| Participant deferral / active EE | $0 | $2,223-100.0% | $3,166-100.0% | $3,061-100.0% |
| Admin fee / account holder | $576 | $75+665.2% | $5,666-89.8% | $95+509.0% |