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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $599,634 |
Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $427,500 |
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $424,622 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $365,578 |
Filed as: WESTERN ASSET MGMT COMPANY Service code 28 · EIN 52-1200960 | Investment Management | $340,377 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE ID 115 Service code 30 · EIN 51-0137697 | Employee (plan) | $316,540 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $296,941 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE ID 639 Service code 30 · EIN 51-0137697 | Employee (plan) | $256,892 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $234,979 |
Filed as: BURGUNDY ASSET MANAGEMENT LTD. Service code 28 | Investment Management | $233,324 |
Participant 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 | $84,319 | $135,240-37.7% | $170,055-50.4% | $96,393-12.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 87.0%+13.0pp | 71.3%+28.7pp |
| Annual return | 7.99% | 22.04%-14.0pp | 53.43%-45.4pp | 22.88%-14.9pp |
| Employer contribution / active EE | $1,738 | $5,029-65.4% | $6,790-74.4% | $3,239-46.3% |
| Participant deferral / active EE | $985 | $8,138-87.9% | $10,410-90.5% | $5,455-82.0% |
| Admin fee / account holder | $381 | $85+349.2% | $12,828-97.0% | $74+416.2% |