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| Provider | Service type | Compensation |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 27 · EIN 22-3361201 | Advisory (Plan) | $95,515 |
ALIX PARTNERS3+ years Service code 34 · EIN 38-3637158 | Valuation (appraisals, etc.); Direct ... | $66,954 |
PNC BANK, N.A.3+ years Filed as: PNC CUSTODIAN Service code 19 · EIN 25-1211909 | Securities Custodian | $61,057 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $55,655 |
FMI CORPORATION3+ years Filed as: FMI FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $44,792 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $40,260 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
CROWE LLP3+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $28,388 |
SAWGRASS ASSET MANAGEMENT3+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $22,569 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $493,519 | $56,443+774.4% | $83,831+488.7% | $55,727+785.6% |
| Participation rate | 97.5% | 72.0%+25.5pp | 76.1%+21.4pp | 70.9%+26.6pp |
| Annual return | 18.87% | 393.67%-374.8pp | 850.99%-832.1pp | 244.94%-226.1pp |
| Employer contribution / active EE | $4,329 | $2,682+61.4% | $3,631+19.2% | $2,078+108.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $661 | $156+322.9% | $5,479-87.9% | $115+473.6% |