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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $61,164 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $42,986 |
Service code 28 · EIN 13-3257590 | Investment Management | $31,484 |
MARIA CATENACCI6+ years Service code 30 · EIN 22-2980666 | Employee (plan); Direct payment from ... | $30,924 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $16,117 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $9,641 |
SUSANIN WIDMAN & BRENNAN PC6+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $9,095 |
TIMOTHY R HOTT PC6+ years Filed as: TIMOTHY R. HOTT, P.C. Service code 29 · EIN 22-3724341 | Legal | $8,000 |
Service code 28 · EIN 33-1077887 | Investment Management | $6,196 |
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 | $80,613 | $51,288+57.2% | $81,982-1.7% | $73,412+9.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 6.92% | 29.48%-22.6pp | 41.31%-34.4pp | 59.30%-52.4pp |
| Employer contribution / active EE | $12,186 | $1,487+719.6% | $2,498+387.8% | $2,234+445.6% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $600 | $125+379.1% | $5,665-89.4% | $158+280.2% |