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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $146,951 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $58,141 |
FRIEDMAN & ANSPACH5+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $33,371 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $25,000 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $11,000 |
US BANK2 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $9,247 |
THE SEGAL COMPANY4 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 | $134,337 | $44,734+200.3% | $99,475+35.0% | $67,579+98.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.8%+26.2pp | 71.3%+28.7pp |
| Annual return | 7.36% | 32.45%-25.1pp | 30.72%-23.4pp | 378.56%-371.2pp |
| Employer contribution / active EE | $7,390 | $1,261+486.2% | $2,540+190.9% | $2,148+244.1% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $3,619-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1,003 | $120+738.2% | $6,252-84.0% | $142+604.7% |