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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP4 years Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60601 | Investment Management | $105,309 |
MEKETA INVESTMENT GROUP6+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $105,000 |
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $80,929 |
DOLAN MCENIRY CAPITAL MANAGEMENT6+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $74,582 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $66,068 |
TIC INTERNATIONAL CORPORATION6+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $50,438 |
TRICON XI B LP6+ years Service code 99 · EIN 46-3560265 | Other Fees | $47,235 |
ERIC J. FERNANDEZ & CO.6+ 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 | $23,975 |
IRON BRIDGE CAPITAL MANAGEMENT6+ years Service code 27 · EIN 36-4255832 ONE PARKVIEW PLAZA STE700 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $19,989 |
Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $18,199 |
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 | $455,120 | $78,275+481.4% | $109,191+316.8% | $86,828+424.2% |
| Participation rate | 98.1% | 73.8%+24.3pp | 75.9%+22.2pp | 72.3%+25.8pp |
| Annual return | 36.86% | 19.14%+17.7pp | 25.76%+11.1pp | 97.95%-61.1pp |
| Employer contribution / active EE | $24,947 | $3,105+703.5% | $3,723+570.1% | $2,406+936.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $651 | $198+228.2% | $6,756-90.4% | $170+284.1% |