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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $46,988 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $32,595 |
NORTHWEST ADMINISTRATORS, INC.2+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $25,827 |
MILLER NASH GRAHAM & DUNN LLP2+ years Service code 29 · EIN 93-0410518 | Legal | $17,941 |
MILLER KAPLAN ARASE LLP2+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,712 | $50,106-64.7% | $69,779-74.6% | $57,658-69.3% |
| Participation rate | 0.0% | 70.9%-70.9pp | 71.8%-71.8pp | 70.2%-70.2pp |
| Annual return | 3.67% | 14.58%-10.9pp | 12.99%-9.3pp | 5.13%-1.5pp |
| Employer contribution / active EE | $744 | $1,739-57.2% | $2,338-68.2% | $1,974-62.3% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $415 | $89+364.8% | $4,381-90.5% | $95+338.5% |