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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP2+ years Service code 15 3101 GREENHEAD DRIVE · SPRINGFIELD, IL 62711 | Recordkeeping | $327,010 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $66,371 |
SLEVIN & HART, P.C.1 year Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $37,137 |
EBERTS & HARRISON1 year Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $27,454 |
BRIDGEWATER1 year Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 901 SOUTH 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $11,500 |
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 | $15,294 | $329,111-95.4% | $78,677-80.6% | $329,111-95.4% |
| Participation rate | 43.8% | 67.9%-24.1pp | 73.6%-29.8pp | 67.9%-24.1pp |
| Annual return | 8.64% | 16.35%-7.7pp | 62.19%-53.5pp | 16.35%-7.7pp |
| Employer contribution / active EE | $405 | $2,303-82.4% | $2,850-85.8% | $2,303-82.4% |
| Participant deferral / active EE | $612 | $3,682-83.4% | $3,517-82.6% | $3,682-83.4% |
| Admin fee / account holder | $55 | $754-92.7% | $4,510-98.8% | $754-92.7% |