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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Filed as: GREATBANC TRUST Service code 19 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Securities Custodian | $25,422 |
CSG PARTNERS1+ years Service code 17 40 FULTON STREET · NEW YORK, NY 10038 | Pension Consulting | $24,000 |
DORFMAN ABRAMS MUSIC, LLC1+ years Service code 10 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Accounting | $18,000 |
MEYERS BROTHERS KALICKA, PC1+ years Filed as: MEYERS, PIA, HARRISON Service code 34 ONE AUDUBON ST, 3RD FL · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $15,568 |
MORRISON COHEN LLP1+ years Filed as: MORRISON COHEN Service code 29 909 3RD AVE · NEW YORK, NY 10022 | Legal | $7,118 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: FOCUS PENSION, LLC Service code 17 40 FULTON STREET, 6TH FLOOR · NEW YORK, NY 10038 | Pension Consulting | $4,579 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,404 | $48,274+4.4% | $63,244-20.3% | $59,633-15.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -13.21% | -240.79%+227.6pp | -70.31%+57.1pp | 2041.45%-2054.7pp |
| Employer contribution / active EE | $41,477 | $1,586+2514.7% | $2,322+1686.3% | $2,203+1783.1% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $332 | $3,600-90.8% | $5,893-94.4% | $4,297-92.3% |