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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,947 | $82,917+19.3% | $103,333-4.2% | $77,643+27.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 5.37% | 19.13%-13.8pp | 24.88%-19.5pp | 31.24%-25.9pp |
| Employer contribution / active EE | $11,659 | $3,552+228.3% | $3,868+201.4% | $2,726+327.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $483 | $638-24.4% | $8,355-94.2% | $430+12.1% |