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| Provider | Service type | Compensation |
|---|---|---|
GLENEMEDE1+ years Service code 19 · EIN 32-0274136 | Securities Custodian | $41,986 |
BOYER & RITTER, CPA'S1+ years Service code 10 · EIN 23-1311005 | Accounting | $27,200 |
D. F. DENT & COMPANY, INC.1+ years Filed as: D. F. DENT & CO., INC. Service code 27 · EIN 52-1045317 | Advisory (Plan) | $18,260 |
LETORT MANAGEMENT & TRUST CO.1+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $17,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,784 | $50,464+4.6% | $75,784-30.4% | $52,331+0.9% |
| Participation rate | 92.0% | 66.8%+25.3pp | 75.8%+16.2pp | 68.1%+23.9pp |
| Annual return | -1.20% | 1.03%-2.2pp | 9.68%-10.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $3,766 | $1,988+89.4% | $3,323+13.3% | $1,882+100.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $393 | $1,103-64.4% | $5,300-92.6% | $592-33.5% |