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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $55,196 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 13-2655998 | Advisory (Plan) | $30,000 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $24,115 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,000 |
Filed as: SMITH, GAMBRELL AND RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $18,669 |
BHA CONSULTING3 years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $8,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,671 | $92,224+13.5% | $105,223-0.5% | $79,634+31.4% |
| Participation rate | 93.2% | 69.2%+24.0pp | 75.0%+18.1pp | 62.5%+30.7pp |
| Annual return | 13.03% | 88.65%-75.6pp | 180.65%-167.6pp | 36.46%-23.4pp |
| Employer contribution / active EE | $8,224 | $3,965+107.4% | $3,689+123.0% | $2,529+225.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $360 | $1,121-67.9% | $8,859-95.9% | $1,002-64.1% |