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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC3 years Service code 28 · EIN 80-0292839 | Investment Management | $19,426 |
MSPC5 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $7,367 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 23-2182079 | Recordkeeping | $6,448 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $6,179 |
ERNST & YOUNG LLP1 year Filed as: ERNEST SOEHL Service code 20 · EIN 13-6043977 | Trustee (individual); Direct payment ... | $6,000 |
LAMAR BEINHOWER1 year Service code 20 · EIN 13-6043977 | Trustee (individual); Direct payment ... | $6,000 |
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 | $43,159 | $51,218-15.7% | $70,589-38.9% | $71,535-39.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | -4.00% | 42.74%-46.7pp | 32.80%-36.8pp | 28.97%-33.0pp |
| Employer contribution / active EE | $5,407 | $1,796+201.0% | $2,977+81.6% | $2,590+108.8% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,569-100.0% | $4,292-100.0% |
| Admin fee / account holder | $439 | $2,003-78.1% | $6,430-93.2% | $1,589-72.4% |