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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 | $80,674-68.4% | $119,126-78.6% | $64,340-60.4% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 5.51% | 26.86%-21.4pp | 282.11%-276.6pp | 24.14%-18.6pp |
| Employer contribution / active EE | $4,076 | $2,564+59.0% | $4,034+1.1% | $1,862+119.0% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $358 | $4,559-92.2% | $10,693-96.7% | $3,703-90.3% |