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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES8+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047304 | Legal | $28,903 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $21,253 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $15,100 |
BMO HARRIS BANK NA4 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,579 |
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 | $21,527 | $76,696-71.9% | $96,515-77.7% | $71,511-69.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 3.36% | 48.32%-45.0pp | 35.73%-32.4pp | 28.86%-25.5pp |
| Employer contribution / active EE | $4,031 | $3,032+33.0% | $3,740+7.8% | $2,589+55.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $392 | $2,030-80.7% | $6,735-94.2% | $1,588-75.3% |