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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,377 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $28,270 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $24,254 |
DA DAVIDSON & CO1 year Filed as: J. DAVIDSON Service code 30 · EIN 32-0047529 | Employee (plan) | $24,065 |
JOHNSON & KROL, LLC5 years Service code 29 · EIN 36-4342024 | Legal | $23,101 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $22,834 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $21,941 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $20,840 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 80-0618452 | Investment Management | $7,472 |
ASCENSUS LLC6 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $6,403 |
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 | $216,518 | $92,224+134.8% | $105,223+105.8% | $79,634+171.9% |
| Participation rate | 95.5% | 69.2%+26.3pp | 75.0%+20.4pp | 62.5%+33.0pp |
| Annual return | 8.45% | 88.65%-80.2pp | 180.65%-172.2pp | 36.46%-28.0pp |
| Employer contribution / active EE | $14,015 | $3,965+253.5% | $3,689+280.0% | $2,529+454.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $621 | $1,121-44.6% | $8,859-93.0% | $1,002-38.1% |