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| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 50-0530199 | Investment Management | $112,647 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $67,411 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $30,081 |
DAHAB ASSOCIATES1 year Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $27,249 |
Service code 16 · EIN 26-2309928 | Consulting | $24,981 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $21,386 |
Service code 29 · EIN 81-3811964 | Legal | $20,790 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $17,087 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $12,800 |
AMERICAN FUNDS1 year Filed as: CAPITAL ONE NA Service code 19 · EIN 72-0210640 | Securities Custodian | $7,780 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,232 | $89,274-56.1% | $149,721-73.8% | $77,958-49.7% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 6.14% | 20.36%-14.2pp | 1501.67%-1495.5pp | 20.87%-14.7pp |
| Employer contribution / active EE | $3,069 | $3,727-17.7% | $5,444-43.6% | $2,310+32.8% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $315 | $240+31.2% | $11,282-97.2% | $97+223.3% |