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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $47,488 |
M. KALUZA4 years Service code 30 · EIN 32-0047529 | Employee (plan) | $30,331 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $30,319 |
Service code 15 · EIN 83-2454243 | Recordkeeping | $19,675 |
REGIONS BANK4 years Filed as: REGIONS INSTITUTIONAL SERVICES Service code 19 · EIN 63-0935103 | Securities Custodian | $19,661 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $19,516 |
JOHNSON & KROL, LLC3 years Service code 29 · EIN 36-4342024 | Legal | $18,245 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $15,189 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $15,159 |
ASCENSUS LLC4 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $10,668 |
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 | $184,583 | $93,010+98.5% | $96,515+91.2% | $74,460+147.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 0.99% | 37.50%-36.5pp | 35.73%-34.7pp | 34.38%-33.4pp |
| Employer contribution / active EE | $17,513 | $3,427+411.0% | $3,740+368.3% | $2,638+563.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $603 | $633-4.8% | $6,735-91.0% | $348+73.4% |