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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $73,963 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $61,500 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $55,782 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $54,516 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $45,962 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $44,836 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $43,856 |
BMO HARRIS BANK NA1+ years Filed as: BMO ASSET MANAGEMENT Service code 27 · EIN 36-3673844 | Advisory (Plan) | $40,057 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $37,511 |
Service code 29 · EIN 26-0873462 | Legal | $34,268 |
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 | $94,039 | $75,760+24.1% | $123,105-23.6% | $59,188+58.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -1.10% | 2.93%-4.0pp | 13.22%-14.3pp | 5.51%-6.6pp |
| Employer contribution / active EE | $1,433 | $3,415-58.0% | $5,151-72.2% | $2,098-31.7% |
| Participant deferral / active EE | $4,125 | $5,000-17.5% | $6,229-33.8% | $3,265+26.3% |
| Admin fee / account holder | $402 | $61+561.5% | $9,014-95.5% | $92+335.7% |