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| Provider | Service type | Compensation |
|---|---|---|
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $34,036 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $27,684 |
Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,036 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $13,520 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $9,927 |
Filed as: GORLICK, KRAVITZ & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $7,040 |
WELBY, BRADY & GREENBLATT, LLP5+ 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.)
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 | $85,996 | $69,383+23.9% | $101,275-15.1% | $73,497+17.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 5.91% | 18.46%-12.6pp | 46.48%-40.6pp | 28.51%-22.6pp |
| Employer contribution / active EE | $11,599 | $2,628+341.3% | $3,660+216.9% | $2,270+410.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $743 | $704+5.5% | $5,948-87.5% | $513+44.7% |