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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $50,308 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $34,928 |
NORTHWEST ADMINISTRATORS, INC.1+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $28,240 |
MILLER NASH GRAHAM & DUNN LLP1+ years Service code 29 · EIN 93-0410518 | Legal | $12,459 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,004 | $48,277-62.7% | $63,244-71.5% | $55,191-67.4% |
| Participation rate | 0.0% | 69.4%-69.4pp | 71.0%-71.0pp | 69.2%-69.2pp |
| Annual return | -2.60% | 2.37%-5.0pp | -70.31%+67.7pp | 10.78%-13.4pp |
| Employer contribution / active EE | $622 | $1,592-60.9% | $2,322-73.2% | $1,899-67.2% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $428 | $86+397.7% | $5,893-92.7% | $91+371.3% |