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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $140,537 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $59,156 |
FRIEDMAN & ANSPACH10+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,140 |
KATIA PETTINATO1 year Filed as: KATHY PETTINATO Service code 30 · EIN 13-2977211 | Employee (plan) | $27,442 |
STATE STREET GLOBAL ADVISORS9 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $25,000 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
US BANK7 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $7,707 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,512 | $59,093+58.2% | $97,295-3.9% | $77,762+20.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 3.34% | 16.93%-13.6pp | 75.62%-72.3pp | 31.27%-27.9pp |
| Employer contribution / active EE | $7,551 | $1,727+337.2% | $2,723+177.3% | $2,728+176.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $4,264-100.0% | $4,651-100.0% |
| Admin fee / account holder | $882 | $346+154.7% | $5,646-84.4% | $433+103.6% |