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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $32,130 |
RONALD BLUE & COMPANY1 year Filed as: RONALD SOKOLOWSKI Service code 30 · EIN 13-3234213 | Employee (plan) | $29,600 |
TAMMI HABERMEHL6 years Service code 30 · EIN 13-3234213 | Employee (plan) | $27,426 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676255 | Pension Consulting | $16,000 |
BMO HARRIS BANK NA10+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $14,063 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, INC Service code 15 · EIN 52-1796473 | Recordkeeping | $12,133 |
Filed as: LIPSITZ GREEN SCIME & CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $5,173 |
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 | $85,989 | $88,183-2.5% | $107,187-19.8% | $71,012+21.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 75.0%+25.0pp | 58.6%+41.4pp |
| Annual return | 8.31% | 16.47%-8.2pp | 204.55%-196.2pp | 37.67%-29.4pp |
| Employer contribution / active EE | $8,399 | $3,914+114.6% | $3,782+122.1% | $2,348+257.8% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $5,096-100.0% | $3,246-100.0% |
| Admin fee / account holder | $479 | $1,430-66.5% | $9,162-94.8% | $1,167-59.0% |