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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $260,725 |
BAKER & MCKENZIE LLP2+ years Filed as: BAKER & MCKENZIE Service code 29 · EIN 36-2137456 | Legal | $123,496 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 27 · EIN 46-1057753 | Advisory (Plan) | $93,107 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN WEST CAPITAL MGMT, LLC Service code 28 · EIN 95-4766779 | Investment Management | $80,763 |
RIVERBRIDGE PARTNERS2+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 27 · EIN 41-1930193 | Advisory (Plan) | $42,668 |
Filed as: JP MORGAN Service code 27 270 PARK AVE · NEW YORK CITY, NY 11001 | Advisory (Plan) | $41,537 |
ENERGY INCOME PARTNERS2+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $39,277 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $27,112 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $21,799 |
POLEN CAPITAL2+ years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $17,613 |
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 | $60,551 | $221,442-72.7% | $92,240-34.4% | $77,958-22.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.09% | 15.65%-5.6pp | 176.29%-166.2pp | 20.87%-10.8pp |
| Employer contribution / active EE | $4,696 | $3,226+45.6% | $3,680+27.6% | $2,310+103.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $439 | $210+109.4% | $5,194-91.5% | $97+351.0% |