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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $81,956 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $68,238 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 | Investment Management | $56,636 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $54,159 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $46,276 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $43,557 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $40,249 |
Service code 29 · EIN 26-0873462 | Legal | $39,193 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $38,906 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $33,681 |
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 | $99,754 | $80,354+24.1% | $133,975-25.5% | $63,975+55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.89% | 13.11%-7.2pp | 29.29%-23.4pp | 48.65%-42.8pp |
| Employer contribution / active EE | $1,566 | $3,503-55.3% | $5,211-70.0% | $2,182-28.2% |
| Participant deferral / active EE | $4,472 | $5,239-14.6% | $6,282-28.8% | $3,356+33.2% |
| Admin fee / account holder | $382 | $69+450.7% | $9,324-95.9% | $70+441.9% |