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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $142,848 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $56,564 |
FRIEDMAN & ANSPACH6+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,100 |
PROSKAUER ROSE LLP6+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $11,000 |
US BANK3 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $9,007 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $6,250 |
THE SEGAL COMPANY5 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 | $104,765 | $51,447+103.6% | $104,639+0.1% | $73,412+42.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 4.87% | 25.06%-20.2pp | 340.67%-335.8pp | 59.30%-54.4pp |
| Employer contribution / active EE | $5,663 | $1,441+293.0% | $2,682+111.2% | $2,234+153.5% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,738-100.0% | $3,806-100.0% |
| Admin fee / account holder | $735 | $122+502.8% | $6,465-88.6% | $158+365.7% |