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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $197,672 |
GARDNER LEWIS1+ years Filed as: GARDNER LEWIS ASSET MANAGEMENT, L.P Service code 28 · EIN 23-2778393 285 WILMINGTON-WEST CHEST · CHADDS FORD, PA 19317 | Investment Management | $155,297 |
TRICON XI B LP1+ years Service code 99 · EIN 46-3560265 | Other Fees | $110,227 |
IRON BRIDGE CAPITAL MANAGEMENT1+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $108,800 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $100,678 |
DOLAN MCENIRY CAPITAL MANAGEMENT1+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $61,884 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $57,667 |
DISABATO ADVISERS, LLC1+ years Service code 27 · EIN 35-2323525 525 W. MONROE ST.STE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $30,000 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $30,000 |
ERIC J. FERNANDEZ & CO.1+ years Filed as: ERIC J. FERNANDEZ & CO. CPA'S Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE 1000 · WEST DUNDEE, IL 60118 | Accounting | $21,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,610 | $54,392+399.4% | $84,753+220.5% | $63,975+324.6% |
| Participation rate | 48.8% | 76.9%-28.0pp | 76.6%-27.8pp | 71.1%-22.3pp |
| Annual return | -2.78% | 611.38%-614.2pp | 22.78%-25.6pp | 48.65%-51.4pp |
| Employer contribution / active EE | $6,443 | $2,943+118.9% | $3,574+80.2% | $2,182+195.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $862 | $136+534.8% | $5,333-83.8% | $70+1124.0% |