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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $113,483 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $87,804 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $77,982 |
PANAGORA ASSET MANAGEMENT6+ years Service code 28 · EIN 04-3063840 | Investment Management | $76,566 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $61,444 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,207 |
BMO HARRIS BANK NA5 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $46,866 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $45,263 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $37,862 |
COMPSPEC DESIGNS INC.6+ years Service code 15 · EIN 11-2603761 | Recordkeeping | $36,438 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,530 | $81,719+35.3% | $101,275+9.1% | $90,274+22.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 7.96% | 337.64%-329.7pp | 46.46%-38.5pp | 53.97%-46.0pp |
| Employer contribution / active EE | $1,493 | $3,622-58.8% | $3,660-59.2% | $2,523-40.8% |
| Participant deferral / active EE | $4,560 | $3,310+37.8% | $4,370+4.3% | $4,231+7.8% |
| Admin fee / account holder | $357 | $162+120.3% | $5,948-94.0% | $114+212.7% |