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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $22,027 |
Filed as: DUNBAR, BENDER & ZAPF,INC. Service code 13 | Contract Administrator | $9,167 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $8,263 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,046 |
Service code 13 437 GRANT STREET, SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $4,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,358 | $62,928+107.2% | $172,753-24.5% | $67,582+92.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 26.43% | 30.36%-3.9pp | 803.00%-776.6pp | 378.57%-352.1pp |
| Employer contribution / active EE | $6,774 | $1,636+314.1% | $5,144+31.7% | $2,148+215.4% |
| Participant deferral / active EE | $3,635 | $2,145+69.5% | $5,198-30.1% | $3,539+2.7% |
| Admin fee / account holder | $435 | $167+160.9% | $13,956-96.9% | $142+205.5% |