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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $461,568 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $455,961 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $446,500 |
MFS INVESTMENT MANAGEMENT6+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $427,717 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Service code 28 · EIN 52-1200960 | Investment Management | $417,604 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $368,208 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $347,398 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $305,859 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $217,831 |
THE SEGAL COMPANY1 year Filed as: NIGRO KARLIN SEGAL FELDSTEIN LLP Service code 10 · EIN 95-3632775 | Accounting | $192,506 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,338 | $139,268-38.0% | $177,839-51.5% | $106,273-18.8% |
| Participation rate | 100.0% | 91.6%+8.4pp | 87.7%+12.3pp | 70.8%+29.2pp |
| Annual return | 11.31% | 17.20%-5.9pp | 48.33%-37.0pp | 21.70%-10.4pp |
| Employer contribution / active EE | $1,444 | $4,832-70.1% | $5,919-75.6% | $2,722-46.9% |
| Participant deferral / active EE | $980 | $7,227-86.4% | $7,714-87.3% | $4,601-78.7% |
| Admin fee / account holder | $379 | $97+291.2% | $12,432-97.0% | $78+383.4% |