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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $182,525 |
IRON BRIDGE CAPITAL MANAGEMENT5+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $138,066 |
MEKETA INVESTMENT GROUP5+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $97,500 |
GARDNER LEWIS5+ 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 | $81,884 |
KOVITZ INVESTMENT GROUP3 years Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60601 | Investment Management | $80,078 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $68,039 |
DOLAN MCENIRY CAPITAL MANAGEMENT5+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $53,166 |
TRICON XI B LP5+ years Service code 99 · EIN 46-3560265 | Other Fees | $51,894 |
TIC INTERNATIONAL CORPORATION5+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $51,033 |
ERIC J. FERNANDEZ & CO.5+ 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 | $21,535 |
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 | $344,899 | $91,517+276.9% | $101,275+240.6% | $73,415+369.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -4.05% | 17.17%-21.2pp | 46.46%-50.5pp | 59.30%-63.4pp |
| Employer contribution / active EE | $24,808 | $2,877+762.4% | $3,660+577.8% | $2,234+1010.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $929 | $216+330.4% | $5,948-84.4% | $158+488.3% |