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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-6033492 151 FARMINGTON AVE. · HARTFORD, CT 06156 | Contract Administrator | $88,550 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 28 · EIN 58-2432390 | Investment Management | $30,676 |
Service code 19 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Securities Custodian | $20,507 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $16,750 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $14,175 |
BMO HARRIS BANK NA5 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,298 |
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 | $24,233 | $80,748-70.0% | $102,383-76.3% | $74,429-67.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 5.15% | 27.57%-22.4pp | 24.94%-19.8pp | 1368.38%-1363.2pp |
| Employer contribution / active EE | $4,048 | $3,159+28.1% | $3,870+4.6% | $2,625+54.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $334 | $2,371-85.9% | $8,391-96.0% | $1,944-82.8% |