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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $21,683 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $19,523 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $17,265 |
BMO HARRIS BANK NA6 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,952 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,510 | $83,369-69.4% | $105,223-75.8% | $67,986-62.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 5.51% | 24.64%-19.1pp | 180.65%-175.1pp | 31.67%-26.2pp |
| Employer contribution / active EE | $4,076 | $2,541+60.4% | $3,689+10.5% | $2,019+101.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $358 | $4,073-91.2% | $8,859-96.0% | $3,203-88.8% |