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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT2+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $150,617 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $109,119 |
GEM GROUP2+ years Service code 13 · EIN 13-3329882 | Contract Administrator | $71,877 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $47,820 |
Filed as: FIFTH THIRD ASSET MANAGEMENT INC Service code 28 · EIN 34-1172683 | Investment Management | $47,718 |
ATALANTA SOSNOFF2+ years Service code 28 · EIN 20-0461050 | Investment Management | $37,042 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $32,717 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 43-1995226 | Legal | $30,662 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $29,486 |
Service code 13 · EIN 34-1922005 | Contract Administrator | $25,842 |
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 | $46,876 | $39,859+17.6% | $78,676-40.4% | $57,658-18.7% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 4.41% | 18.96%-14.6pp | 62.19%-57.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $10,961 | $1,786+513.8% | $2,850+284.6% | $1,974+455.3% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $306 | $76+301.5% | $4,510-93.2% | $95+223.6% |