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| Provider | Service type | Compensation |
|---|---|---|
CICH & WTF10+ years Service code 13 · EIN 37-1117215 | Contract Administrator | $139,197 |
MARQUETTE ASSOCIATES3 years Service code 16 · EIN 36-3485298 | Consulting | $90,000 |
GARCIA HAMILTON & ASSOCIATES6 years Filed as: GARCIA HAMILTON & ASSOCIATES, LP Service code 28 · EIN 76-0589652 | Investment Management | $49,155 |
REGIONS BANK3 years Service code 19 · EIN 63-0371391 | Securities Custodian | $26,455 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $19,518 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 | Legal | $18,810 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES, LL Service code 28 · EIN 20-0292745 | Investment Management | $16,298 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $16,000 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $15,217 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $5,055 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,053 | $106,351-70.8% | $105,223-70.5% | $103,975-70.1% |
| Participation rate | 98.5% | 80.0%+18.5pp | 75.0%+23.4pp | 72.5%+26.0pp |
| Annual return | 9.55% | 11.69%-2.1pp | 180.65%-171.1pp | 19.41%-9.9pp |
| Employer contribution / active EE | $5,804 | $5,336+8.8% | $3,689+57.4% | $3,722+55.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $72 | $316-77.2% | $8,859-99.2% | $332-78.3% |