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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $52,925 |
MARIA CATENACCI2+ years Service code 30 · EIN 22-2980666 | Employee (plan); Direct payment from ... | $37,483 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $33,286 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $13,034 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $11,538 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $10,421 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $8,122 |
TIMOTHY R HOTT PC2+ years Filed as: TIMOTHY R. HOTT, P.C. Service code 29 · EIN 22-3724341 | Legal | $8,000 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $7,500 |
Service code 28 · EIN 33-1077887 | Investment Management | $7,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,278 | $39,819+31.3% | $67,834-22.9% | $57,658-9.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 5.74% | 9.19%-3.5pp | 138.47%-132.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $9,200 | $1,277+620.5% | $2,403+282.8% | $1,974+366.1% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $470 | $84+462.3% | $4,622-89.8% | $95+397.4% |