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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3361201 | Advisory (Plan) | $102,498 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $80,846 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $47,865 |
ALIX PARTNERS5+ years Service code 34 · EIN 38-3637158 | Valuation (appraisals, etc.); Direct ... | $45,782 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
CROWE LLP5+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $27,300 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $24,363 |
PNC BANK, N.A.1 year Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $20,672 |
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 | $514,514 | $91,517+462.2% | $101,275+408.0% | $73,415+600.8% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.8%+21.4pp | 72.2%+25.0pp |
| Annual return | 17.52% | 17.17%+0.3pp | 46.46%-28.9pp | 59.30%-41.8pp |
| Employer contribution / active EE | $4,760 | $2,877+65.5% | $3,660+30.1% | $2,234+113.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $450 | $216+108.6% | $5,948-92.4% | $158+185.2% |