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| Provider | Service type | Compensation |
|---|---|---|
M. GONOUD5+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $238,949 |
GORDON ASSET MANAGEMENT5+ years Filed as: T. GORDON Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $238,949 |
M. MONTERROSO5+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $234,322 |
R. STREETER4 years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $230,187 |
T. BROGAN2 years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $205,348 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $152,742 |
M. COSTIGLIOLA5+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $83,235 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,500 |
A. DAVIS5+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $70,571 |
L. LUPFER5+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $63,199 |
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 | $462,458 | $95,776+382.9% | $162,163+185.2% | $77,787+494.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 10.85% | 37.03%-26.2pp | 115.59%-104.7pp | 32.57%-21.7pp |
| Employer contribution / active EE | $19,405 | $3,874+400.9% | $5,614+245.7% | $2,504+674.8% |
| Participant deferral / active EE | $745 | $6,125-87.8% | $7,298-89.8% | $3,967-81.2% |
| Admin fee / account holder | $374 | $88+327.1% | $10,843-96.5% | $100+274.2% |