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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 13-5160382 | Securities Custodian | $172,805 |
Service code 28 · EIN 13-2889432 | Investment Management | $161,276 |
Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $97,673 |
PINNACLE ASSOCIATES LTD6 years Filed as: PINNACLE ASSOCIATES LTD. Service code 28 · EIN 13-3220717 | Investment Management | $97,534 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES, LTD Service code 28 · EIN 74-2798841 | Investment Management | $64,093 |
INSIGHT NORTH AMERICA LLC7 years Service code 28 · EIN 82-0983489 | Investment Management | $60,999 |
CONGRESS ASSET MANAGEMENT7 years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 | Investment Management | $27,851 |
ROBERT CHEVERIE1 year Filed as: ROBERT M. CHEVERIE & ASSOC. P.C. Service code 29 · EIN 06-1335139 | Legal | $27,600 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,000 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 05-0530199 | Investment Management | $17,962 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,427 | $95,880+84.0% | $107,525+64.1% | $85,563+106.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 10.34% | 68.06%-57.7pp | 181.32%-171.0pp | 31.51%-21.2pp |
| Employer contribution / active EE | $12,131 | $3,812+218.2% | $3,754+223.2% | $2,654+357.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $680 | $1,025-33.7% | $8,919-92.4% | $834-18.5% |