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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE AND ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,275 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $28,425 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $15,671 |
NORTHERN TRUST COMPANY1+ years Service code 28 · EIN 36-1561860 | Investment Management | $13,976 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC Service code 15 · EIN 11-3665754 | Recordkeeping | $11,733 |
PLUMBERS LOCAL UNION 2101+ years Service code 14 · EIN 35-2116536 | Plan Administrator | $11,628 |
REGIONS BANK1+ years Filed as: REGIONS Service code 19 · EIN 63-0935103 | Securities Custodian | $10,212 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER AND ASSOCIATES Service code 15 · EIN 35-1820020 | Recordkeeping | $6,165 |
Filed as: PAUL T BERKOWITZ & ASSOCIATES Service code 29 · EIN 36-3780998 | Legal | $5,685 |
HUNT INSURANCE AGENCY, INC.1+ years Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $1,332 |
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 | $114,968 | $52,884+117.4% | $84,753+35.7% | $55,167+108.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 1.50% | 18.03%-16.5pp | 22.78%-21.3pp | 169.23%-167.7pp |
| Employer contribution / active EE | $11,248 | $2,233+403.6% | $3,574+214.7% | $1,963+473.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $478 | $581-17.7% | $5,333-91.0% | $504-5.2% |