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| Provider | Service type | Compensation |
|---|---|---|
MORRISON COHEN LLP3+ years Filed as: MORRISON COHEN Service code 29 909 3RD AVE · NEW YORK, NY 10022 | Legal | $33,952 |
Filed as: HORIZON TRUST & INVESTMENT MGMT Service code 19 515 FRANKLIN STREET · MICHIGAN CITY, IN 46360 | Securities Custodian | $20,000 |
DORFMAN ABRAMS MUSIC, LLC3+ years Service code 10 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Accounting | $19,193 |
CSG PARTNERS3+ years Service code 17 40 FULTON STREET · NEW YORK, NY 10038 | Pension Consulting | $11,619 |
BUCKINGHAM STRATEGIC PARTNERS3+ years Filed as: FOCUS PENSION, LLC Service code 17 40 FULTON STREET, 6TH FLOOR · NEW YORK, NY 10038 | Pension Consulting | $11,473 |
MEYERS BROTHERS KALICKA, PC3+ years Filed as: MEYERS, PIA, HARRISON Service code 34 ONE AUDUBON ST, 3RD FL · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $0 |
SWERDLIN & COMPANY1 year Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,154 | $56,544-53.7% | $75,501-65.4% | $70,126-62.7% |
| Participation rate | 91.7% | 68.1%+23.5pp | 72.4%+19.3pp | 69.5%+22.1pp |
| Annual return | 14.32% | 23.59%-9.3pp | 27.35%-13.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $26,269 | $1,817+1346.1% | $2,352+1017.0% | $2,343+1021.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $370 | $3,827-90.3% | $5,801-93.6% | $4,645-92.0% |