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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $89,864 |
Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $87,987 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $69,592 |
PANAGORA ASSET MANAGEMENT2+ years Service code 28 · EIN 04-3063840 | Investment Management | $66,770 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $60,290 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $50,070 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $47,734 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $45,407 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $41,900 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $38,871 |
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 | $128,290 | $80,354+59.7% | $133,975-4.2% | $63,975+100.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.66% | 13.11%-7.4pp | 29.29%-23.6pp | 48.65%-43.0pp |
| Employer contribution / active EE | $4,635 | $3,503+32.3% | $5,211-11.0% | $2,182+112.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $433 | $69+524.3% | $9,324-95.4% | $70+514.3% |