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| Provider | Service type | Compensation |
|---|---|---|
INVESCO7+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $41,392 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $32,347 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $17,028 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $14,870 |
Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $10,166 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,749 | $106,236-15.5% | $112,249-20.0% | $64,819+38.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -5.02% | -6.02%+1.0pp | 27.48%-32.5pp | 32.84%-37.9pp |
| Employer contribution / active EE | $17,109 | $3,166+440.4% | $3,636+370.5% | $2,507+582.5% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $688 | $452+52.3% | $6,412-89.3% | $188+266.1% |