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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $292,273 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $153,385 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $106,668 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $54,962 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $47,689 |
ABRAMS & ASSOCIATES7+ years Service code 10 · EIN 94-3132243 | Accounting | $25,170 |
COMYNS, SMITH, MCCLEARY & DEAVER7+ years Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $14,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,339 | $56,503+293.5% | $69,884+218.2% | $64,819+243.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -6.38% | -13.44%+7.1pp | 190.81%-197.2pp | 32.84%-39.2pp |
| Employer contribution / active EE | $4,563 | $2,046+123.0% | $2,560+78.2% | $2,507+82.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,848-100.0% | $4,311-100.0% |
| Admin fee / account holder | $1,382 | $160+761.8% | $6,266-77.9% | $188+635.7% |