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| Provider | Service type | Compensation |
|---|---|---|
GORDON ASSET MANAGEMENT9+ years Filed as: T. GORDON Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $265,398 |
M. MONTERROSO9+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $260,421 |
R. STREETER8 years Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $255,787 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $227,120 |
DUNN AND WALLBAUM LLC2 years Filed as: M. DUNN Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $211,584 |
WITHUMSMITH+BROWN, PC1 year Filed as: D. BROWN Service code 30 · EIN 13-6321935 | Employee (plan); Direct payment from ... | $204,750 |
A. DAVIS9+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $79,965 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,500 |
L. LUPFER9+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $71,125 |
E. MAGALLENES9+ years Service code 30 · EIN 13-6321935 | Direct payment from the plan; Employe... | $60,931 |
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 | $470,220 | $88,480+431.4% | $96,683+386.4% | $80,160+486.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 9.65% | 22.53%-12.9pp | 35.69%-26.0pp | 40.38%-30.7pp |
| Employer contribution / active EE | $17,392 | $4,176+316.4% | $3,737+365.4% | $2,978+484.1% |
| Participant deferral / active EE | $739 | $3,959-81.3% | $4,878-84.9% | $5,017-85.3% |
| Admin fee / account holder | $434 | $212+104.9% | $6,730-93.6% | $145+199.3% |