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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 28 · EIN 11-2418191 | Investment Management | $149,516 |
EKON BENEFITS3+ years Filed as: QUALIFIED BENEFITS CONSULTANTS INC Service code 15 · EIN 43-1317863 | Recordkeeping | $13,895 |
Service code 14 · EIN 44-0377546 2501 W GRAND · SPRINGFIELD, MO 65802 | Plan Administrator | $6,651 |
MERTZ INSURANCE3+ years Service code 23 · EIN 47-0832337 | Insurance services | $6,497 |
THE WHITLOCK COMPANY2 years Service code 10 3271 E. BATTLEFIELD SUITE 300 · SPRINGFIELD, MO 65804 | Accounting | $5,475 |
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 | $50,077 | $58,726-14.7% | $92,239-45.7% | $62,293-19.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.24% | 43.62%-32.4pp | 176.29%-165.1pp | 28.90%-17.7pp |
| Employer contribution / active EE | $6,076 | $2,392+154.0% | $3,680+65.1% | $2,042+197.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $557 | $556+0.1% | $5,194-89.3% | $479+16.3% |