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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $48,702 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $37,302 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $13,358 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $12,754 |
TIMOTHY R HOTT PC4+ years Filed as: TIMOTHY R. HOTT, P.C. Service code 29 · EIN 22-3724341 | Legal | $8,000 |
INVESTMENT PERFORMANCE SERVICES4+ 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 | $5,805 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $5,340 |
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 | $61,898 | $41,467+49.3% | $67,313-8.0% | $55,725+11.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | 0.20% | 0.82%-0.6pp | -4.08%+4.3pp | 244.93%-244.7pp |
| Employer contribution / active EE | $10,518 | $1,316+699.0% | $2,566+310.0% | $2,078+406.1% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $512 | $102+401.3% | $4,507-88.6% | $115+344.2% |