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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $94,320 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $27,510 |
Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $25,126 |
COHEN & STEERS9+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $9,216 |
PITTA LLP1 year Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $5,250 |
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 | $40,299 | $49,763-19.0% | $70,565-42.9% | $74,473-45.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 6.27% | 21.21%-14.9pp | 32.79%-26.5pp | 34.36%-28.1pp |
| Employer contribution / active EE | $4,022 | $1,776+126.5% | $2,976+35.2% | $2,638+52.5% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $408 | $316+29.2% | $6,430-93.6% | $347+17.7% |