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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $63,805 |
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $59,105 |
Service code 28 · EIN 13-3257590 | Investment Management | $26,133 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $21,442 |
BENESYS, INC.10+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $18,924 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $15,000 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 | Actuarial | $8,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,146 | $54,690+61.2% | $76,030+15.9% | $74,478+18.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 7.33% | 31.92%-24.6pp | 361.54%-354.2pp | 1370.56%-1363.2pp |
| Employer contribution / active EE | $14,399 | $1,781+708.4% | $2,688+435.8% | $2,626+448.3% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $603 | $2,240-73.1% | $6,421-90.6% | $1,946-69.0% |