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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC8+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $318,492 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $300,233 |
O'CONNOR DAVIES, LLP4 years Filed as: M. O'CONNOR Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $169,781 |
MADISON INVESTMENT ADVISORS3 years Filed as: MADISON INVESTMENT ADVISORS LLC Service code 28 · EIN 54-1815009 | Investment Management | $167,930 |
SCHULTHEIS & PANETTIERI, LLP8+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $148,761 |
C. BAFFUTO8+ years Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $139,503 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $125,387 |
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $122,946 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $109,950 |
PITTA LLP7 years Service code 29 · EIN 26-3852082 | Legal | $101,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,032 | $70,048+165.6% | $112,270+65.7% | $78,104+138.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -14.07% | -10.85%-3.2pp | 27.49%-41.6pp | 10.90%-25.0pp |
| Employer contribution / active EE | $11,119 | $4,000+178.0% | $3,635+205.9% | $3,128+255.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $336 | $127+164.7% | $6,411-94.8% | $79+325.4% |