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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE & ASSOCIATES INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $57,500 |
US BANK10+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $45,605 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $16,500 |
CAVANAGH & O'HARA10+ years Service code 29 · EIN 37-1259635 | Legal | $14,038 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,671 |
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 | $125,817 | $80,781+55.8% | $102,437+22.8% | $74,478+68.9% |
| Participation rate | 96.3% | 65.7%+30.6pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 10.86% | 27.58%-16.7pp | 24.95%-14.1pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $14,117 | $3,160+346.7% | $3,871+264.7% | $2,626+437.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1,135 | $2,372-52.2% | $8,388-86.5% | $1,946-41.7% |