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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP1+ years Service code 17 3101 GREENHEAD DRIVE · SPRINGFIELD, IL 62711 | Pension Consulting | $293,460 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $16,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,827 | $69,651-77.3% | $73,837-78.6% | $69,651-77.3% |
| Participation rate | 33.4% | 66.6%-33.1pp | 73.4%-40.0pp | 66.6%-33.1pp |
| Annual return | 1.52% | 53.77%-52.2pp | 2268.13%-2266.6pp | 53.77%-52.2pp |
| Employer contribution / active EE | $312 | $2,241-86.1% | $2,788-88.8% | $2,241-86.1% |
| Participant deferral / active EE | $515 | $3,635-85.8% | $3,583-85.6% | $3,635-85.8% |
| Admin fee / account holder | $42 | $63-33.9% | $4,882-99.1% | $63-33.9% |