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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $122,650 |
DRINKER BIDDLE & REATH LLP3 years Filed as: DRINKER, BIDDLE & REATH Service code 29 · EIN 02-3142309 | Legal | $57,369 |
BARTON WALTER & KRIER PC2 years Filed as: BARTON INTERNATIONAL Service code 29 · EIN 14-1798025 | Legal | $28,691 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,143 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $8,629 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,036 | $72,554+159.2% | $138,135+36.1% | $73,497+155.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.7%+21.3pp | 70.7%+29.3pp |
| Annual return | 9.39% | 17.50%-8.1pp | 20.51%-11.1pp | 28.51%-19.1pp |
| Employer contribution / active EE | $2,206 | $3,511-37.2% | $5,587-60.5% | $2,270-2.8% |
| Participant deferral / active EE | $6,691 | $4,908+36.3% | $6,431+4.0% | $3,740+78.9% |
| Admin fee / account holder | $921 | $464+98.3% | $11,856-92.2% | $513+79.5% |