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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 28 · EIN 11-2418191 | Investment Management | $139,527 |
EKON BENEFITS2+ years Filed as: QUALIFIED BENEFITS CONSULTANTS INC Service code 15 · EIN 43-1317863 | Recordkeeping | $14,217 |
MERTZ INSURANCE2+ years Service code 23 · EIN 47-0832337 | Insurance services | $6,548 |
THE WHITLOCK COMPANY1 year Service code 10 3271 E. BATTLEFIELD SUITE 300 · SPRINGFIELD, MO 65804 | Accounting | $5,300 |
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 | $45,913 | $52,884-13.2% | $84,753-45.8% | $55,167-16.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.10% | 18.03%-13.9pp | 22.78%-18.7pp | 169.23%-165.1pp |
| Employer contribution / active EE | $5,433 | $2,233+143.2% | $3,574+52.0% | $1,963+176.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $508 | $581-12.4% | $5,333-90.5% | $504+0.9% |