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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $48,134 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $33,778 |
NORTHWEST ADMINISTRATORS, INC.3+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $27,468 |
MILLER NASH GRAHAM & DUNN LLP3+ years Service code 29 · EIN 93-0410518 | Legal | $26,830 |
MILLER KAPLAN ARASE LLP3+ 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 | $18,453 | $53,925-65.8% | $75,501-75.6% | $69,631-73.5% |
| Participation rate | 0.0% | 71.2%-71.2pp | 72.4%-72.4pp | 70.7%-70.7pp |
| Annual return | 10.46% | 17.84%-7.4pp | 27.35%-16.9pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $814 | $1,802-54.8% | $2,352-65.4% | $2,032-60.0% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,142-100.0% | $3,224-100.0% |
| Admin fee / account holder | $436 | $97+349.3% | $5,801-92.5% | $110+295.1% |