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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $22,838 |
CORRELL CO.2+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $15,836 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON Service code 27 · EIN 38-1659835 | Advisory (Plan) | $14,583 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $9,887 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2868611 | Advisory (Plan) | $8,768 |
STEPHENS INC2+ years Filed as: STEPHENS, INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $4,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,761 | $77,638+44.0% | $156,551-28.6% | $62,881+77.7% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 5.03% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $10,022 | $3,444+191.0% | $5,501+82.2% | $2,281+339.4% |
| Participant deferral / active EE | $1,651 | $3,046-45.8% | $4,871-66.1% | $3,203-48.4% |
| Admin fee / account holder | $873 | $5,561-84.3% | $13,028-93.3% | $4,296-79.7% |