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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $82,200 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,833 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN TRUST COMPANY N.A. Service code 19 · EIN 27-2510082 | Securities Custodian | $33,573 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $19,813 |
COHEN & STEERS5+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $19,016 |
PITTA LLP3 years Service code 29 · EIN 26-3852082 | Legal | $11,719 |
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 | $55,352 | $46,423+19.2% | $75,900-27.1% | $67,582-18.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 10.63% | 32.29%-21.7pp | 30.73%-20.1pp | 378.57%-367.9pp |
| Employer contribution / active EE | $3,690 | $1,406+162.4% | $2,501+47.5% | $2,148+71.8% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $521 | $132+295.0% | $5,421-90.4% | $142+265.8% |