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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $30,029 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $11,000 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $10,532 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 16 · EIN 13-2831500 | Consulting | $8,080 |
Filed as: GORLICK, KRAVITZ & LISTAUS, PC Service code 29 · EIN 13-3790829 | Legal | $6,400 |
WELBY, BRADY & GREENBLATT, LLP1+ years Filed as: WELBY, BRADY & GREENBLATT LLP Service code 29 · EIN 13-3864481 | Legal | $6,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,748 | $74,089-36.9% | $133,975-65.1% | $55,167-15.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 8.89% | 12.11%-3.2pp | 29.29%-20.4pp | 169.23%-160.3pp |
| Employer contribution / active EE | $9,785 | $3,064+219.4% | $5,211+87.8% | $1,963+398.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $525 | $458+14.5% | $9,324-94.4% | $504+4.2% |