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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $163,011 |
NORTHERN TRUST COMPANY1 year Service code 28 · EIN 36-1561860 | Investment Management | $129,447 |
Service code 28 · EIN 31-1051736 | Investment Management | $91,766 |
CROWE LLP1 year Service code 15 · EIN 35-0921680 | Recordkeeping | $49,864 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $34,100 |
KPMG LLP1 year Filed as: KPMG Service code 28 | Investment Management | $8,899 |
PONY EXPRESS1 year Service code 49 | Other Services | $7,431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,012 | $134,045-85.1% | $80,022-75.0% | $75,289-73.4% |
| Participation rate | 98.7% | 85.8%+12.9pp | 75.8%+22.8pp | 72.4%+26.2pp |
| Annual return | 11.47% | -0.56%+12.0pp | 11.22%+0.2pp | -0.04%+11.5pp |
| Employer contribution / active EE | $0 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,523 | $4,976-49.3% | $3,686-31.6% | $3,739-32.5% |
| Admin fee / account holder | $157 | $124+27.1% | $6,521-97.6% | $102+53.9% |