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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT FORD YOUNG & CO2+ years Filed as: A. WRIGHT Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $213,249 |
M. GONOUD2+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $213,249 |
GORDON ASSET MANAGEMENT2+ years Filed as: T. GORDON Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $213,249 |
M. MONTERROSO2+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $175,813 |
Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $168,767 |
R. STREETER1 year Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $119,615 |
BRADY, MCGUIRE & STEINBERG, PC2+ years Filed as: BRADY, MCGUIRE, & STEINBERG Service code 29 · EIN 13-4089943 | Legal | $79,812 |
M. COSTIGLIOLA2+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $75,849 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,500 |
A. DAVIS2+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $62,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,707 | $80,354+393.7% | $133,980+196.1% | $63,975+520.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 4.76% | 13.11%-8.4pp | 29.30%-24.5pp | 48.65%-43.9pp |
| Employer contribution / active EE | $22,811 | $3,503+551.1% | $5,211+337.7% | $2,182+945.6% |
| Participant deferral / active EE | $1,017 | $5,239-80.6% | $6,282-83.8% | $3,356-69.7% |
| Admin fee / account holder | $371 | $69+435.3% | $9,324-96.0% | $70+426.7% |