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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 DELANEY CERETTO6 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 | $57,921-39.1% | $98,716-64.3% | $103,975-66.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 69.3%+30.7pp | 72.5%+27.5pp |
| Annual return | 7.03% | 13.15%-6.1pp | 31.81%-24.8pp | 19.41%-12.4pp |
| Employer contribution / active EE | $5,831 | $1,595+265.6% | $2,279+155.9% | $3,722+56.6% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $4,048-100.0% | $5,343-100.0% |
| Admin fee / account holder | $514 | $324+58.8% | $8,703-94.1% | $332+54.6% |