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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5 years Service code 28 · EIN 23-0731260 | Investment Management | $94,764 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $51,211 |
MSPC7 years Service code 10 · EIN 22-2951202 | Accounting | $41,784 |
OPPENHEIMER10+ years Filed as: OPPENHEIMER & CO. INC. Service code 28 · EIN 13-5657518 | Investment Management | $30,249 |
JBM COMPUTER CONSULTANTS10+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $9,523 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM10+ years Service code 29 · EIN 22-1973215 | Legal | $7,621 |
COMERICA BANK3 years Filed as: COMERICA BANK & TRUST, N.A. Service code 19 · EIN 38-2028794 | Securities Custodian | $6,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,913 | $54,674+26.0% | $76,089-9.4% | $74,429-7.4% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 12.22% | 31.89%-19.7pp | 360.94%-348.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $8,078 | $1,781+353.5% | $2,690+200.3% | $2,625+207.7% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,095 | $2,238-51.1% | $6,418-82.9% | $1,944-43.7% |