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| Provider | Service type | Compensation |
|---|---|---|
M. GONOUD8+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $257,082 |
GORDON ASSET MANAGEMENT8+ years Filed as: T. GORDON Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $257,082 |
M. MONTERROSO8+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $252,204 |
R. STREETER7 years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $247,737 |
DUNN AND WALLBAUM LLC1 year Filed as: M. DUNN Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $186,121 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $182,094 |
A. DAVIS2 years Filed as: A DAVIS Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $75,152 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,500 |
L. LUPFER8+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $68,296 |
E. MAGALLENES8+ years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $58,170 |
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.)
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 | $458,652 | $76,774+497.4% | $112,228+308.7% | $77,904+488.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -6.61% | -10.25%+3.6pp | 27.45%-34.1pp | 12.21%-18.8pp |
| Employer contribution / active EE | $17,155 | $3,977+331.4% | $3,635+372.0% | $2,848+502.4% |
| Participant deferral / active EE | $489 | $3,778-87.1% | $4,728-89.7% | $4,806-89.8% |
| Admin fee / account holder | $392 | $239+64.0% | $6,410-93.9% | $133+195.5% |