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| Provider | Service type | Compensation |
|---|---|---|
IRON BRIDGE CAPITAL MANAGEMENT4+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $131,645 |
GARDNER LEWIS4+ 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 | $117,587 |
TRICON XI B LP4+ years Service code 99 · EIN 46-3560265 | Other Fees | $77,500 |
KOVITZ INVESTMENT GROUP2 years Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60601 | Investment Management | $72,613 |
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $66,257 |
MEKETA INVESTMENT GROUP4+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $60,000 |
TIC INTERNATIONAL CORPORATION4+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $50,929 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $46,470 |
DOLAN MCENIRY CAPITAL MANAGEMENT4+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $34,726 |
ERIC J. FERNANDEZ & CO.4+ 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 | $21,255 |
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 | $349,475 | $66,650+424.3% | $92,916+276.1% | $67,584+417.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 5.79% | 92.64%-86.8pp | 109.45%-103.7pp | 378.59%-372.8pp |
| Employer contribution / active EE | $25,596 | $2,777+821.8% | $3,654+600.6% | $2,148+1091.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $746 | $199+274.8% | $5,796-87.1% | $142+424.3% |