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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES7 years Service code 28 · EIN 84-3937993 | Investment Management | $153,990 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $134,275 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $107,473 |
PANAGORA ASSET MANAGEMENT11+ years Service code 28 · EIN 04-3063840 | Investment Management | $89,500 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $69,389 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $68,083 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $38,000 |
ARCHER, BYINGTON, GLENNON & LEVINE11+ years Service code 29 · EIN 26-0873462 | Legal | $26,235 |
LOAN SERVICING SOFT1 year Service code 16 29222 RANCHO VIEJO RD · SAN JUAN CAPISTRANO, CA 92675 | Consulting | $10,813 |
Service code 10 · EIN 13-3774222 | Accounting | $9,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,849 | $103,641+58.1% | $107,525+52.4% | $102,872+59.3% |
| Participation rate | 99.9% | 79.4%+20.5pp | 75.1%+24.8pp | 73.0%+26.8pp |
| Annual return | 9.98% | 13.08%-3.1pp | 181.32%-171.3pp | 19.06%-9.1pp |
| Employer contribution / active EE | $2,139 | $5,096-58.0% | $3,754-43.0% | $3,526-39.3% |
| Participant deferral / active EE | $6,186 | $3,789+63.3% | $5,116+20.9% | $5,535+11.8% |
| Admin fee / account holder | $485 | $276+75.7% | $8,919-94.6% | $292+66.0% |