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| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.2+ years Filed as: FIRST MANHATTAN COMPANY Service code 27 · EIN 13-1957714 | Advisory (Plan) | $137,032 |
MARKS PANETH LLP2+ years Filed as: MARKS PANETH, LLP Service code 10 · EIN 11-3518842 | Accounting | $28,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,727 | $75,183+91.2% | $123,892+16.0% | $55,167+160.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 3.36% | 19.01%-15.7pp | 47.52%-44.2pp | 169.23%-165.9pp |
| Employer contribution / active EE | $4,000 | $2,823+41.7% | $4,617-13.4% | $1,963+103.8% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1,279 | $663+93.1% | $8,357-84.7% | $504+153.9% |