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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $1,021,329 |
UNITED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $240,048 |
Service code 15 · EIN 94-2614826 | Recordkeeping | $121,834 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $97,277 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $75,866 |
INEICH & COMPANY, LLP10+ years Service code 10 · EIN 56-2552172 | Accounting | $42,000 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $21,500 |
SMART SOURCE LLC5 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 · EIN 30-0830429 | Copying and duplicating | $18,902 |
Service code 17 · EIN 87-2917800 | Pension Consulting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,544 | $241,850+57.3% | $102,437+271.5% | $200,096+90.2% |
| Participation rate | 92.2% | 78.3%+13.9pp | 74.5%+17.7pp | 72.0%+20.2pp |
| Annual return | 12.08% | 17.67%-5.6pp | 24.95%-12.9pp | 34.26%-22.2pp |
| Employer contribution / active EE | $30,172 | $4,253+609.5% | $3,871+679.5% | $3,038+893.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1,092 | $288+278.9% | $8,388-87.0% | $269+305.3% |