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| Provider | Service type | Compensation |
|---|---|---|
JOE MOSKAUSKI1 year Filed as: JOE BARNASHUK Service code 30 · EIN 13-3234213 | Employee (plan) | $26,235 |
Service code 10 · EIN 47-1793720 | Accounting | $18,376 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, INC. Service code 27 · EIN 59-3676225 | Advisory (Plan) | $12,750 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $9,446 |
BMO HARRIS BANK NA2+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $8,006 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Service code 29 · EIN 16-0905097 | Legal | $5,318 |
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 | $53,130 | $81,537-34.8% | $149,716-64.5% | $69,631-23.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 9.17% | 22.79%-13.6pp | 1501.67%-1492.5pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $5,678 | $3,239+75.3% | $5,444+4.3% | $2,032+179.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $392 | $107+266.8% | $11,282-96.5% | $110+255.0% |