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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS8 years Filed as: SEI INVESTMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $505,552 |
R. ORTIZ-MALDONADO10+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $81,204 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $32,295 |
A. WYDRA8 years Service code 14 · EIN 36-3707316 | Plan Administrator | $26,524 |
JACOBS, BURNS, ORLOVE & HERNANDEZ10+ years Service code 29 · EIN 36-2425981 | Legal | $10,449 |
HOURGLASS TECHNOLOGIES6 years Filed as: HOUR GLASS TECHNOLOGIES INC Service code 49 · EIN 46-1959061 | Other Services | $10,125 |
JAMES A. REICHERT1 year Filed as: JAMES FULTON Service code 20 · EIN 36-3707316 | Trustee (individual) | $7,498 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $6,313 |
Filed as: MACNELL ACCOUTNING & CONSULTING Service code 10 · EIN 30-0510353 | Accounting | $5,268 |
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 | $117,500 | $83,023+41.5% | $102,437+14.7% | $77,762+51.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.32% | 19.12%-8.8pp | 24.95%-14.6pp | 31.27%-20.9pp |
| Employer contribution / active EE | $14,858 | $3,552+318.2% | $3,871+283.8% | $2,728+444.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $541 | $639-15.3% | $8,388-93.5% | $433+25.1% |