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| Provider | Service type | Compensation |
|---|---|---|
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $35,960 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $28,811 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,776 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $14,170 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $10,486 |
Filed as: GORLICK, KRAVITZ & LISTHAUS P.C. Service code 29 · EIN 13-3790829 | Legal | $7,040 |
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 | $93,403 | $78,275+19.3% | $109,163-14.4% | $86,813+7.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 6.55% | 19.14%-12.6pp | 25.75%-19.2pp | 97.93%-91.4pp |
| Employer contribution / active EE | $16,722 | $3,105+438.6% | $3,723+349.2% | $2,406+595.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $664 | $198+234.6% | $6,754-90.2% | $170+291.7% |