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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 23-0731260 | Investment Management | $69,483 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $35,202 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO. INC. Service code 28 · EIN 13-5657518 | Investment Management | $29,132 |
Service code 28 · EIN 13-5674085 | Investment Management | $25,146 |
Service code 29 · EIN 22-1973215 | Legal | $12,706 |
JBM COMPUTER CONSULTANTS6+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $8,943 |
THE SEGAL COMPANY6+ years Service code 50 · EIN 13-1835864 | Direct Payment | $5,414 |
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 | $57,345 | $51,288+11.8% | $81,991-30.1% | $73,412-21.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 2.65% | 29.48%-26.8pp | 41.31%-38.7pp | 59.30%-56.6pp |
| Employer contribution / active EE | $6,926 | $1,487+365.8% | $2,498+177.2% | $2,234+210.1% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $746 | $125+495.7% | $5,665-86.8% | $158+372.8% |