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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 39-1230894 | Securities Custodian | $48,823 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $20,103 |
Filed as: L. M. HENDERSON & COMPANY, LLP Service code 10 · EIN 20-5520612 | Accounting | $13,791 |
Filed as: GALLAGHER RISK MANAGEMENT SERVICES Service code 23 PO BOX 39735 · CHICAGO, IL 60694 | Insurance services | $6,891 |
HUNTS INSURANCE GROUP2 years Service code 23 · EIN 36-2730032 | Insurance services | $0 |
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 | $32,622 | $65,960-50.5% | $81,844-60.1% | $77,736-58.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 10.81% | 26.64%-15.8pp | 778.87%-768.1pp | 31.26%-20.5pp |
| Employer contribution / active EE | $3,391 | $2,375+42.8% | $2,916+16.3% | $2,728+24.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $368 | $526-30.1% | $7,355-95.0% | $433-15.0% |