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| Provider | Service type | Compensation |
|---|---|---|
MITCHELL & TITUS, LLP3 years Service code 10 ONE BATTERY PARK PLAZA, 27TH FL · NEW YORK, NY 10004 | Accounting | $29,000 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 SOUTH WACKER DRIVE, #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $22,370 |
HOWARD SIMON & ASSOCIATES, INC.9+ years Service code 13 P.O. BOX 2549 · NORTHBROOK, IL 60065 | Contract Administrator | $14,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,650 | $93,598-26.7% | $135,974-49.5% | $75,173-8.7% |
| Participation rate | 84.9% | 75.2%+9.8pp | 81.9%+3.0pp | 67.2%+17.7pp |
| Annual return | 11.44% | 30.89%-19.4pp | 68.30%-56.9pp | 160.72%-149.3pp |
| Employer contribution / active EE | $939 | $3,538-73.4% | $4,859-80.7% | $2,671-64.8% |
| Participant deferral / active EE | $3,690 | $6,405-42.4% | $7,760-52.4% | $4,126-10.6% |
| Admin fee / account holder | $819 | $6,978-88.3% | $10,767-92.4% | $5,651-85.5% |