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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 | $54,558+26.3% | $76,002-9.3% | $74,546-7.6% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 12.22% | 31.83%-19.6pp | 360.07%-347.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $8,078 | $1,778+354.4% | $2,688+200.5% | $2,624+207.8% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1,095 | $2,232-50.9% | $6,414-82.9% | $1,944-43.6% |