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| Provider | Service type | Compensation |
|---|---|---|
GARDNER LEWIS2+ 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 | $142,600 |
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $119,570 |
IRON BRIDGE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $114,950 |
TRICON XI B LP2+ years Service code 99 · EIN 46-3560265 | Other Fees | $101,603 |
DOLAN MCENIRY CAPITAL MANAGEMENT2+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $64,148 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 1 E. WACKER DR, STE 1210 · CHICAGO, IL 60601 | Advisory (Plan) | $60,000 |
TIC INTERNATIONAL CORPORATION2+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $59,871 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $53,440 |
Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $25,399 |
ERIC J. FERNANDEZ & CO.2+ 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 | $19,425 |
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.)
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 | $305,815 | $221,442+38.1% | $92,240+231.5% | $77,958+292.3% |
| Participation rate | 48.2% | 79.6%-31.4pp | 76.5%-28.3pp | 71.6%-23.5pp |
| Annual return | 11.66% | 15.65%-4.0pp | 176.29%-164.6pp | 20.87%-9.2pp |
| Employer contribution / active EE | $8,125 | $3,226+151.9% | $3,680+120.8% | $2,310+251.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $825 | $210+293.4% | $5,194-84.1% | $97+747.0% |