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| Provider | Service type | Compensation |
|---|---|---|
QUORUM CONSULTING GROUP9+ years Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $513,150 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $62,751 |
SLEVIN & HART, P.C.8 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $37,498 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 230 WEST MONROE ST. · CHICAGO, IL 60606 | Accounting | $21,000 |
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 | $15,998 | $96,393-83.4% | $86,681-81.5% | $96,393-83.4% |
| Participation rate | 69.4% | 71.3%-1.9pp | 71.7%-2.3pp | 71.3%-1.9pp |
| Annual return | 16.78% | 22.88%-6.1pp | 593.32%-576.5pp | 22.88%-6.1pp |
| Employer contribution / active EE | $805 | $3,239-75.2% | $3,026-73.4% | $3,239-75.2% |
| Participant deferral / active EE | $902 | $5,455-83.5% | $4,440-79.7% | $5,455-83.5% |
| Admin fee / account holder | $46 | $74-37.8% | $5,620-99.2% | $74-37.8% |