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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 13-2919773 | Investment Management | $188,427 |
EGPS1 year Service code 28 · EIN 86-2963468 | Investment Management | $58,306 |
ARMANINO LLP7 years Service code 10 · EIN 94-6214841 | Accounting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,979 | $53,204-49.3% | $155,556-82.7% | $200,096-86.5% |
| Participation rate | 44.4% | 64.1%-19.7pp | 78.2%-33.8pp | 72.0%-27.6pp |
| Annual return | 11.36% | 41.02%-29.7pp | 64.84%-53.5pp | 34.26%-22.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $276 | $186+48.8% | $15,885-98.3% | $269+2.6% |