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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $276,489 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT LLC Service code 27 · EIN 46-1057753 | Advisory (Plan) | $76,067 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 27 270 PARK AVE · NEW YORK CITY, NY 11001 | Advisory (Plan) | $72,420 |
RIVERBRIDGE PARTNERS3+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 27 · EIN 41-1930193 | Advisory (Plan) | $52,953 |
ENERGY INCOME PARTNERS3+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $39,549 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $26,441 |
Filed as: SILVERCREST Service code 27 1330 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Advisory (Plan) | $25,917 |
BAKER & MCKENZIE LLP3+ years Filed as: BAKER & MCKENZIE Service code 29 · EIN 36-2137456 | Legal | $25,675 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $24,060 |
POLEN CAPITAL3+ years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 27 · EIN 26-0319356 | Advisory (Plan) | $22,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,978 | $60,396+7.6% | $83,831-22.5% | $75,289-13.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 6.96% | 3.84%+3.1pp | 850.99%-844.0pp | -0.04%+7.0pp |
| Employer contribution / active EE | $5,474 | $3,343+63.8% | $3,631+50.8% | $2,405+127.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $399 | $141+182.8% | $5,479-92.7% | $102+290.4% |