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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MGMT. INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,289,594 |
EAGAN & ASSOCIATES1 year Service code 16 · EIN 35-2079674 | Consulting | $82,379 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $55,825 |
ARNOLD & KADJAN1 year Service code 29 · EIN 36-2498571 | Legal | $50,270 |
HEALTHSCOPE BENEFITS1 year Filed as: HEALTHSCOPE Service code 12 · EIN 71-0847266 | Claims processing; Direct payment fro... | $34,111 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPAS Service code 10 · EIN 27-1235638 | Accounting | $25,959 |
THOMPSON HINE1 year Filed as: THE THOMPSON GROUP Service code 23 7116 E 71ST STREET · INDIANAPOLIS, IN 46256 | Insurance services; Direct payment fr... | $17,298 |
Service code 10 · EIN 47-2979990 | Accounting | $9,180 |
Filed as: JACOB SWITZER Service code 30 · EIN 35-6073275 | Employee (plan) | $0 |
MARK NARDELLA1 year Filed as: MARK MCCLESKEY Service code 30 · EIN 35-6073275 | Employee (plan) | $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,426 | $112,711-38.4% | $170,055-59.2% | $80,187-13.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 10.86% | 67.06%-56.2pp | 53.43%-42.6pp | 40.40%-29.5pp |
| Employer contribution / active EE | $8,289 | $4,488+84.7% | $6,790+22.1% | $2,980+178.2% |
| Participant deferral / active EE | $0 | $7,861-100.0% | $10,410-100.0% | $5,016-100.0% |
| Admin fee / account holder | $778 | $99+682.4% | $12,828-93.9% | $145+436.3% |