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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $42,205 |
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $32,523 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $10,010 |
ROLAND CRISS FIDUCIARY SERVICES1+ years Filed as: ROLAND CRISS & WILLIAMS INC. Service code 31 · EIN 75-2866255 | Named fiduciary | $6,125 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Investment management fees paid direc... | $5,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $80 |
Filed as: AMERICAN UNITED LLIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,965 | $51,769+212.9% | $57,356+182.4% | $52,331+209.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | -0.16% | 2.43%-2.6pp | 24.41%-24.6pp | 4.54%-4.7pp |
| Employer contribution / active EE | $11,306 | $2,335+384.1% | $2,689+320.5% | $1,882+500.8% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $463 | $295+56.9% | $3,357-86.2% | $592-21.8% |