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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $51,642 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $40,824 |
Service code 28 · EIN 13-3257590 | Investment Management | $22,366 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $15,998 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $14,503 |
SUSANIN WIDMAN & BRENNAN PC5+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $13,297 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $13,251 |
TIMOTHY R HOTT PC5+ years Filed as: TIMOTHY R. HOTT, P.C. Service code 29 · EIN 22-3724341 | Legal | $8,000 |
INVESTMENT PERFORMANCE SERVICES5+ 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 | $6,099 |
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 | $72,220 | $46,423+55.6% | $75,900-4.8% | $67,582+6.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 12.13% | 32.29%-20.2pp | 30.73%-18.6pp | 378.57%-366.4pp |
| Employer contribution / active EE | $12,252 | $1,406+771.2% | $2,501+389.9% | $2,148+470.4% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $620 | $132+370.6% | $5,421-88.6% | $142+335.8% |