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| Provider | Service type | Compensation |
|---|---|---|
CALIBRE CPA GROUP PLLC9 years Service code 10 · EIN 47-0900880 | Accounting | $61,995 |
FRIEDMAN & ANSPACH11+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,100 |
KATHY PETTINATO2 years Service code 30 · EIN 13-2977211 | Employee (plan) | $26,099 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $25,000 |
PROSKAUER ROSE LLP11+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
US BANK8 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $7,765 |
THE SEGAL COMPANY10+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,670 | $59,623+68.8% | $95,585+5.3% | $85,563+17.7% |
| Participation rate | 100.0% | 57.2%+42.8pp | 72.1%+27.9pp | 66.0%+34.0pp |
| Annual return | 5.78% | 18.22%-12.4pp | 38.56%-32.8pp | 31.51%-25.7pp |
| Employer contribution / active EE | $7,528 | $1,669+351.0% | $2,527+198.0% | $2,654+183.7% |
| Participant deferral / active EE | $0 | $3,357-100.0% | $4,023-100.0% | $4,375-100.0% |
| Admin fee / account holder | $684 | $650+5.3% | $6,127-88.8% | $834-17.9% |