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| Provider | Service type | Compensation |
|---|---|---|
KOVITZ INVESTMENT GROUP5 years Service code 28 · EIN 91-2198169 115 SOUTH LASALLE ST. · CHICAGO, IL 60601 | Investment Management | $163,210 |
Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $110,001 |
MEKETA INVESTMENT GROUP7+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $105,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT7+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $61,321 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $59,771 |
TIC INTERNATIONAL CORPORATION7+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $52,495 |
TRICON XI B LP7+ years Service code 99 · EIN 46-3560265 | Other Fees | $40,872 |
Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $25,364 |
ERIC J. FERNANDEZ & CO.7+ 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 | $21,750 |
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 | $418,826 | $106,236+294.2% | $112,270+273.1% | $64,829+546.1% |
| Participation rate | 58.4% | 71.7%-13.2pp | 75.1%-16.6pp | 71.5%-13.0pp |
| Annual return | -4.08% | -6.02%+1.9pp | 27.49%-31.6pp | 32.85%-36.9pp |
| Employer contribution / active EE | $58,428 | $3,167+1745.2% | $3,635+1507.2% | $2,507+2230.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $709 | $452+56.9% | $6,411-88.9% | $188+277.3% |