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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE AND ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,275 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $30,369 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $18,143 |
NORTHERN TRUST COMPANY2+ years Service code 28 · EIN 36-1561860 | Investment Management | $15,592 |
PLUMBERS LOCAL UNION 2102+ years Service code 14 · EIN 35-2116536 | Plan Administrator | $12,406 |
REGIONS BANK2+ years Filed as: REGIONS Service code 19 · EIN 63-0935103 | Securities Custodian | $11,604 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC Service code 15 · EIN 11-3665754 | Recordkeeping | $10,011 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER AND ASSOCIATES Service code 15 · EIN 35-1820020 | Recordkeeping | $7,047 |
HUNT INSURANCE AGENCY, INC.2+ years Filed as: HUNT INSURANCE GROUP Service code 22 · EIN 36-2730032 | Insurance Broker | $1,648 |
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 | $131,240 | $58,726+123.5% | $92,240+42.3% | $62,293+110.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.25% | 43.62%-31.4pp | 176.29%-164.0pp | 28.90%-16.6pp |
| Employer contribution / active EE | $14,251 | $2,392+495.8% | $3,680+287.3% | $2,042+597.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $500 | $556-10.1% | $5,194-90.4% | $479+4.3% |