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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP6+ years Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $419,230 |
SLEVIN & HART, P.C.5 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $82,918 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $64,345 |
EBERTS & HARRISON5 years Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $23,411 |
BRIDGEWATER5 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 901 SOUTH 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $16,800 |
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 | $18,653 | $106,273-82.4% | $90,468-79.4% | $106,273-82.4% |
| Participation rate | 59.2% | 70.8%-11.6pp | 72.7%-13.5pp | 70.8%-11.6pp |
| Annual return | 13.51% | 21.70%-8.2pp | 1294.94%-1281.4pp | 21.70%-8.2pp |
| Employer contribution / active EE | $601 | $2,722-77.9% | $3,264-81.6% | $2,722-77.9% |
| Participant deferral / active EE | $777 | $4,601-83.1% | $3,964-80.4% | $4,601-83.1% |
| Admin fee / account holder | $56 | $78-28.9% | $5,614-99.0% | $78-28.9% |