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| Provider | Service type | Compensation |
|---|---|---|
MOSAIC1 year Filed as: MOSAIC & TERRAZZO PENSION FUND Service code 29 · EIN 13-5676829 | Legal | $98,473 |
INVESCO1 year Filed as: INVESCO STABLE VALUE TRUST Service code 51 · EIN 84-1142974 | Investment Mgmt Fees | $41,184 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 10 · EIN 52-6257033 | Accounting | $21,940 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 | Advisory (Plan) | $19,548 |
Filed as: GOULD, KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 | Accounting | $14,000 |
Filed as: GORLICK, KRAVITZ & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $7,040 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 11 · EIN 13-2831500 | Actuarial | $6,918 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $6,733 |
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 | $98,947 | $82,979+19.2% | $102,383-3.4% | $77,714+27.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 5.37% | 19.11%-13.7pp | 24.94%-19.6pp | 31.26%-25.9pp |
| Employer contribution / active EE | $11,659 | $3,554+228.1% | $3,870+201.2% | $2,727+327.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $483 | $639-24.4% | $8,391-94.2% | $433+11.4% |