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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW & K INVESTMENT MANAGEMENT Service code 21 · EIN 80-0250512 | Bank Trustee | $155,684 |
DANIEL F. FRIEL, CPA, PC1+ years Service code 10 · EIN 04-2713878 | Accounting | $22,900 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $18,170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,870 | $77,638+355.8% | $156,551+126.0% | $62,881+462.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.41% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $11,586 | $3,444+236.4% | $5,501+110.6% | $2,281+407.9% |
| Participant deferral / active EE | $6,017 | $3,046+97.6% | $4,871+23.5% | $3,203+87.9% |
| Admin fee / account holder | $1,697 | $5,561-69.5% | $13,028-87.0% | $4,296-60.5% |