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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS8+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $147,390 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $55,970 |
FRIEDMAN & ANSPACH8+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,100 |
KATIA PETTINATO2 years Service code 30 · EIN 13-2977211 | Employee (plan); Direct payment from ... | $30,173 |
STATE STREET GLOBAL ADVISORS7 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $25,000 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $12,000 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $11,000 |
US BANK5 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $8,087 |
THE SEGAL COMPANY7 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,906 | $42,901+107.2% | $91,225-2.5% | $64,819+37.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -7.05% | -13.53%+6.5pp | 114.12%-121.2pp | 32.84%-39.9pp |
| Employer contribution / active EE | $7,049 | $1,571+348.8% | $2,851+147.3% | $2,507+181.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,233-100.0% | $4,311-100.0% |
| Admin fee / account holder | $819 | $131+524.8% | $5,422-84.9% | $188+336.2% |