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| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.1 year Filed as: FIRST MANHATTAN Service code 27 · EIN 13-1957714 | Advisory (Plan) | $39,508 |
MARKS PANETH LLP3+ years Filed as: MARKS PANETH, LLP Service code 10 · EIN 11-3518842 | Accounting | $30,350 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,869 | $80,753-97.7% | $136,294-98.6% | $62,292-97.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -96.39% | 35.83%-132.2pp | 5155.94%-5252.3pp | 28.90%-125.3pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $492 | $525-6.4% | $9,243-94.7% | $479+2.6% |