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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $164,482 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $95,044 |
SEGALL BRYANT & HAMILL8+ years Service code 28 · EIN 41-1788385 | Investment Management | $85,769 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $57,327 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $49,872 |
ABRAMS & ASSOCIATES8+ years Service code 10 · EIN 94-3132243 | Accounting | $24,920 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT COUNSELING Service code 27 · EIN 51-0316187 | Advisory (Plan) | $23,378 |
COMYNS, SMITH, MCCLEARY & DEAVER8+ years Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $15,527 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,276 | $56,438+316.9% | $76,872+206.1% | $71,511+229.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 5.86% | 19.05%-13.2pp | 37.90%-32.0pp | 28.86%-23.0pp |
| Employer contribution / active EE | $2,491 | $1,864+33.6% | $2,533-1.7% | $2,589-3.8% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,109 | $1,430-22.4% | $5,476-79.7% | $1,588-30.2% |