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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $43,458 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $30,115 |
M. KALUZA1 year Service code 30 · EIN 32-0047529 | Employee (plan) | $28,606 |
BANSLEY AND KIENER, LLP1 year Service code 10 · EIN 36-2152389 | Accounting | $20,903 |
REGIONS BANK1 year Filed as: REGIONS INSTITUTIONAL SERVICES Service code 19 · EIN 63-0935103 | Securities Custodian | $16,095 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $15,057 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $13,088 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $10,464 |
Filed as: PAUL T. BERKOWITZ & ASSOCIATES Service code 29 · EIN 36-3780998 | Legal | $9,686 |
Service code 15 · EIN 35-1820020 | Recordkeeping | $7,337 |
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 | $151,250 | $91,517+65.3% | $101,275+49.3% | $73,412+106.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.13% | 17.17%-14.0pp | 46.48%-43.3pp | 59.30%-56.2pp |
| Employer contribution / active EE | $14,631 | $2,877+408.6% | $3,660+299.8% | $2,234+555.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $584 | $216+170.5% | $5,948-90.2% | $158+269.8% |