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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP8+ years Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $456,550 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $63,162 |
Service code 10 3200 ROBBINS ROAD, SUITE 200A · SPRINGFIELD, IL 62704 | Accounting | $33,000 |
EBERTS & HARRISON7 years Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $23,631 |
SLEVIN & HART, P.C.7 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $13,889 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,817 | $89,433-82.3% | $82,768-80.9% | $89,433-82.3% |
| Participation rate | 63.1% | 71.3%-8.1pp | 72.6%-9.4pp | 71.3%-8.1pp |
| Annual return | -14.97% | -11.88%-3.1pp | 702.70%-717.7pp | -11.88%-3.1pp |
| Employer contribution / active EE | $696 | $3,021-77.0% | $3,008-76.9% | $3,021-77.0% |
| Participant deferral / active EE | $966 | $5,125-81.2% | $4,395-78.0% | $5,125-81.2% |
| Admin fee / account holder | $49 | $79-38.5% | $5,326-99.1% | $79-38.5% |