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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $132,749 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $67,885 |
FRIEDMAN & ANSPACH3+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $43,843 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $25,065 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
US BANK3+ years Filed as: US BANK ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $10,473 |
THE SEGAL COMPANY2 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,330 | $43,411+172.6% | $94,993+24.6% | $69,631+69.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 73.9%+26.1pp | 70.7%+29.3pp |
| Annual return | 2.53% | 22.54%-20.0pp | 27.14%-24.6pp | 27571.02%-27568.5pp |
| Employer contribution / active EE | $6,884 | $1,202+472.7% | $2,603+164.4% | $2,032+238.8% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $863 | $87+889.1% | $4,960-82.6% | $110+681.8% |