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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $128,775 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $103,153 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $97,207 |
PANAGORA ASSET MANAGEMENT8+ years Service code 28 · EIN 04-3063840 | Investment Management | $72,206 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $59,459 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $55,739 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,955 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $34,000 |
Service code 29 · EIN 26-0873462 | Legal | $20,174 |
Service code 10 · EIN 13-3774222 | Accounting | $5,400 |
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 | $124,534 | $76,774+62.2% | $112,228+11.0% | $77,904+59.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -10.69% | -10.25%-0.4pp | 27.45%-38.1pp | 12.21%-22.9pp |
| Employer contribution / active EE | $1,806 | $3,977-54.6% | $3,635-50.3% | $2,848-36.6% |
| Participant deferral / active EE | $5,751 | $3,778+52.2% | $4,728+21.6% | $4,806+19.7% |
| Admin fee / account holder | $430 | $239+79.9% | $6,410-93.3% | $133+224.2% |