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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $102,927 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 | Accounting | $29,947 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $26,060 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $16,125 |
Service code 29 · EIN 22-1973215 | Legal | $12,235 |
COLUMBIA1+ years Filed as: COLUMBIA MGT INVESTMENT ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $9,544 |
JBM COMPUTER CONSULTANTS1+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $8,529 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 28 · EIN 06-1444342 | Investment Management | $5,711 |
THE LONDON COMPANY1+ years Service code 28 · EIN 90-0824693 | Investment Management | $5,442 |
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 | $44,972 | $39,458+14.0% | $60,547-25.7% | $55,191-18.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | -4.31% | 3.35%-7.7pp | 335.64%-340.0pp | 10.78%-15.1pp |
| Employer contribution / active EE | $6,853 | $1,210+466.4% | $2,419+183.2% | $1,899+260.9% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $966 | $95+915.5% | $4,536-78.7% | $91+964.4% |