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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $46,932 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $41,357 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $33,348 |
NORTHWEST ADMINISTRATORS, INC.9+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $32,680 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
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 | $22,488 | $56,438-60.2% | $76,872-70.7% | $71,511-68.6% |
| Participation rate | 73.4% | 64.3%+9.1pp | 69.6%+3.8pp | 67.9%+5.4pp |
| Annual return | 10.93% | 19.05%-8.1pp | 37.90%-27.0pp | 28.86%-17.9pp |
| Employer contribution / active EE | $1,455 | $1,864-21.9% | $2,533-42.6% | $2,589-43.8% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $636 | $1,430-55.5% | $5,476-88.4% | $1,588-60.0% |