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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $288,066 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $95,133 |
SEGALL BRYANT & HAMILL5+ years Service code 28 · EIN 41-1788385 | Investment Management | $73,933 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $64,012 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $60,546 |
CALLAN ASSOCIATES5+ years Filed as: NWQ INVESTMENT MGMT CO. Service code 27 · EIN 04-3161887 | Advisory (Plan) | $51,788 |
COMYNS, SMITH, MCCLEARY & DEAVER5+ years Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $39,334 |
ABRAMS & ASSOCIATES5+ years Service code 10 · EIN 94-3132243 | Accounting | $12,690 |
BRANDES INVESTMENT PARTNERS5+ years Service code 28 · EIN 33-0090873 | Investment Management | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,746 | $61,473+242.8% | $81,716+157.9% | $73,412+187.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 5.33% | 28.26%-22.9pp | 29.49%-24.2pp | 59.30%-54.0pp |
| Employer contribution / active EE | $4,527 | $1,898+138.6% | $4,310+5.0% | $2,234+102.7% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,108-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1,079 | $125+760.2% | $5,159-79.1% | $158+583.5% |