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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $152,325 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $57,577 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $43,750 |
FRIEDMAN & ANSPACH7+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,100 |
KATIA PETTINATO1 year Service code 30 · EIN 13-2977211 | Employee (plan); Direct payment from ... | $27,017 |
PROSKAUER ROSE LLP7+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $11,000 |
US BANK4 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $9,046 |
THE SEGAL COMPANY6 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 | $102,331 | $55,125+85.6% | $109,895-6.9% | $86,813+17.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 74.2%+25.8pp | 72.3%+27.7pp |
| Annual return | 1.98% | 26.20%-24.2pp | 29.46%-27.5pp | 97.93%-95.9pp |
| Employer contribution / active EE | $6,223 | $1,558+299.4% | $2,843+118.9% | $2,406+158.7% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,049-100.0% | $4,131-100.0% |
| Admin fee / account holder | $835 | $141+492.2% | $6,067-86.2% | $170+392.4% |