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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $91,452 |
ATLANTIC ASSET MANAGEMENT1+ years Filed as: ATLANTIC ASSET MANAGEMENT, LLC Service code 28 · EIN 13-3728982 | Investment Management | $80,799 |
Service code 10 · EIN 13-2665700 | Accounting | $58,882 |
FRIEDMAN & ANSPACH1+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,395 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,026 |
US BANK1+ years Filed as: US BANK ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $11,377 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY 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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,355 | $34,492+211.2% | $80,004+34.2% | $55,191+94.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 73.0%+27.0pp | 69.2%+30.8pp |
| Annual return | -0.73% | 3.50%-4.2pp | 7.63%-8.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $6,740 | $1,043+546.2% | $2,473+172.6% | $1,899+255.0% |
| Participant deferral / active EE | $0 | $2,104-100.0% | $3,204-100.0% | $3,046-100.0% |
| Admin fee / account holder | $670 | $69+866.4% | $5,033-86.7% | $91+638.3% |