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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 | $86,882+20.5% | $150,734-30.6% | $69,255+51.1% |
| Participation rate | 93.2% | 84.3%+8.9pp | 78.4%+14.7pp | 69.0%+24.1pp |
| Annual return | 13.03% | 10.69%+2.3pp | 600.81%-587.8pp | 26.73%-13.7pp |
| Employer contribution / active EE | $8,224 | $5,194+58.3% | $4,918+67.2% | $2,645+210.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $360 | $630-42.9% | $14,905-97.6% | $733-50.9% |