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| Provider | Service type | Compensation |
|---|---|---|
WESTMINSTER CONSULTING, LLC2 years Service code 50 · EIN 45-3679779 | Direct Payment | $31,257 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,501 |
SEAN HUCKO, CPA, LLC3 years Service code 50 · EIN 47-4215313 | Direct Payment | $15,500 |
HARTER SECREST & EMERY LLP4+ years Service code 50 · EIN 16-0766172 | Direct Payment | $15,187 |
MMA SECURITIES LLC4+ years Filed as: MARSH USA INC Service code 50 · EIN 36-1436000 | Direct Payment | $8,319 |
ALTA TRUST1 year Service code 52 · EIN 59-2385219 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 04-3219179 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,247 | $50,666+76.1% | $76,667+16.4% | $65,186+36.9% |
| Participation rate | 96.9% | 68.8%+28.1pp | 72.1%+24.8pp | 70.2%+26.7pp |
| Annual return | 3.76% | 28.51%-24.8pp | 1166.74%-1163.0pp | 29.39%-25.6pp |
| Employer contribution / active EE | $1,921 | $1,575+22.0% | $2,303-16.6% | $2,177-11.8% |
| Participant deferral / active EE | $2,709 | $2,647+2.4% | $3,336-18.8% | $3,514-22.9% |
| Admin fee / account holder | $477 | $463+3.1% | $6,423-92.6% | $847-43.7% |