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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $144,177 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 28 · EIN 01-0233346 | Investment Management | $92,386 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $63,936 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $50,000 |
Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $39,988 |
BMO HARRIS BANK NA3+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $35,310 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS SECURITIES Service code 27 · EIN 20-1899564 | Advisory (Plan) | $29,216 |
MATRIX TRUST COMPANY2 years Service code 51 · EIN 75-3182674 | Investment Mgmt Fees | $8,000 |
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 | $207,012 | $81,537+153.9% | $149,721+38.3% | $69,631+197.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 11.34% | 22.79%-11.4pp | 1501.67%-1490.3pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $11,456 | $3,239+253.7% | $5,444+110.4% | $2,032+463.7% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $543 | $107+408.3% | $11,282-95.2% | $110+391.9% |