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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 | $77,788+34.6% | $119,126-12.1% | $64,728+61.7% |
| Participation rate | 93.2% | 69.4%+23.8pp | 75.8%+17.4pp | 57.9%+35.3pp |
| Annual return | 13.03% | 13.19%-0.2pp | 282.11%-269.1pp | 49.38%-36.4pp |
| Employer contribution / active EE | $8,224 | $4,031+104.0% | $4,034+103.9% | $2,243+266.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $360 | $1,365-73.7% | $10,693-96.6% | $1,145-68.6% |