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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 | Investment Management | $141,619 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $56,850 |
FRIEDMAN & ANSPACH9+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $32,100 |
STATE STREET GLOBAL ADVISORS8 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $25,000 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 16 · EIN 13-1835864 | Consulting | $24,000 |
PROSKAUER ROSE LLP9+ years Filed as: PROSKAUER ROSE, LLP Service code 50 · EIN 13-1840454 | Direct Payment | $12,000 |
US BANK6 years Filed as: US BANK N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $7,711 |
THE SEGAL COMPANY8 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 | $92,597 | $49,940+85.4% | $95,740-3.3% | $74,460+24.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 5.43% | 24.92%-19.5pp | 28.41%-23.0pp | 34.38%-28.9pp |
| Employer contribution / active EE | $7,503 | $1,639+357.8% | $2,836+164.6% | $2,638+184.4% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,244-100.0% | $4,530-100.0% |
| Admin fee / account holder | $896 | $300+198.8% | $5,676-84.2% | $348+157.5% |