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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP7+ years Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $434,091 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $79,337 |
BRIDGEWATER6 years Filed as: ESTES, BRIDGEWATER & OGDEN Service code 10 901 SOUTH 2ND STREET · SPRINGFIELD, IL 62704 | Accounting | $38,300 |
EBERTS & HARRISON6 years Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $33,953 |
SLEVIN & HART, P.C.6 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $13,379 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,565 | $106,520-80.7% | $98,442-79.1% | $106,520-80.7% |
| Participation rate | 59.8% | 71.3%-11.5pp | 73.3%-13.5pp | 71.3%-11.5pp |
| Annual return | 13.35% | 19.28%-5.9pp | 1492.73%-1479.4pp | 19.28%-5.9pp |
| Employer contribution / active EE | $625 | $2,840-78.0% | $2,960-78.9% | $2,840-78.0% |
| Participant deferral / active EE | $950 | $4,948-80.8% | $4,276-77.8% | $4,948-80.8% |
| Admin fee / account holder | $54 | $75-27.3% | $5,949-99.1% | $75-27.3% |