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| Provider | Service type | Compensation |
|---|---|---|
GARDNER LEWIS3+ 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 | $133,864 |
IRON BRIDGE CAPITAL MANAGEMENT3+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $120,242 |
Service code 71 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Brokerage Fees | $107,977 |
SEER CAPITAL1 year Service code 28 · EIN 35-2343003 1177 AVE. OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $87,841 |
TRICON XI B LP3+ years Service code 99 · EIN 46-3560265 | Other Fees | $80,118 |
KOVITZ INVESTMENT GROUP1 year Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60603 | Investment Management | $69,103 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $62,456 |
DOLAN MCENIRY CAPITAL MANAGEMENT3+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $61,496 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $60,000 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $28,386 |
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 | $339,307 | $56,443+501.2% | $83,831+304.8% | $55,727+508.9% |
| Participation rate | 98.2% | 72.0%+26.1pp | 76.1%+22.0pp | 70.9%+27.3pp |
| Annual return | 9.46% | 393.67%-384.2pp | 850.99%-841.5pp | 244.94%-235.5pp |
| Employer contribution / active EE | $17,575 | $2,682+555.4% | $3,631+384.0% | $2,078+745.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $926 | $156+493.0% | $5,479-83.1% | $115+704.3% |