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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES6+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $18,471 |
BLITMAN & KING6+ years Service code 29 · EIN 16-1047304 | Legal | $13,429 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $12,850 |
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,582 | $77,677-64.5% | $109,173-74.7% | $79,391-65.3% |
| Participation rate | 0.0% | 67.8%-67.8pp | 75.9%-75.9pp | 70.7%-70.7pp |
| Annual return | 8.33% | 23.44%-15.1pp | 25.75%-17.4pp | 116.88%-108.6pp |
| Employer contribution / active EE | $3,110 | $2,798+11.2% | $3,723-16.5% | $2,428+28.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $449 | $732-38.6% | $6,755-93.3% | $627-28.3% |