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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $53,788 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $43,603 |
MARY JURNEY6 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $42,082 |
CHRISTINE KING1 year Filed as: CHRISTINE USON Service code 30 · EIN 36-3319994 | Employee (plan) | $38,267 |
JEFFREY HOFF6 years Service code 30 · EIN 36-3319994 | Employee (plan) | $36,064 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $34,385 |
ROSANNE LACALAMITA6 years Service code 30 · EIN 36-3319994 | Employee (plan) | $32,867 |
TRACY VARI1 year Service code 30 · EIN 36-3319994 | Employee (plan) | $30,545 |
MERCER5 years Service code 27 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $28,886 |
RIVERBRIDGE PARTNERS5 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $16,715 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,247 | $85,660-58.9% | $133,346-73.6% | $85,660-58.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 72.8%+27.2pp | 74.8%+25.2pp |
| Annual return | 7.03% | 19.52%-12.5pp | 36.85%-29.8pp | 19.52%-12.5pp |
| Employer contribution / active EE | $5,831 | $4,199+38.9% | $2,853+104.3% | $4,199+38.9% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,332-100.0% | $3,518-100.0% |
| Admin fee / account holder | $514 | $224+129.5% | $14,264-96.4% | $224+129.5% |