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| Provider | Service type | Compensation |
|---|---|---|
BUTTERFIELD SCHECHTER LLP1+ years Service code 29 · EIN 33-0829013 10021 WILLOW CREEK RD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $15,504 |
SWERDLIN & COMPANY1+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $14,564 |
STERN BROTHERS1+ years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 34 · EIN 43-1357568 1044 MAIN ST, SUITE 501 · KANSAS CITY, MO 64105 | Valuation (appraisals, etc.) | $8,700 |
Filed as: MERRILL LYNCH Service code 19 · EIN 56-0906609 | Securities Custodian | $5,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,885 | $58,828-56.0% | $78,002-66.8% | $62,881-58.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 21.51% | 17.16%+4.3pp | 425.99%-404.5pp | 20.14%+1.4pp |
| Employer contribution / active EE | $2,778 | $1,672+66.2% | $2,470+12.5% | $2,281+21.8% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $613 | $4,393-86.0% | $5,481-88.8% | $4,296-85.7% |