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| Provider | Service type | Compensation |
|---|---|---|
US BANK3+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $29,664 |
STEWART C. MILLER & CO., INC.3+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $15,720 |
ROMOLO & ASSOCIATES3+ years Service code 10 · EIN 37-1077733 | Accounting | $9,854 |
CAVANAGH & O'HARA3+ years Service code 29 · EIN 37-1259635 | Legal | $7,140 |
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 | $84,104 | $89,739-6.3% | $149,721-43.8% | $62,293+35.0% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.1pp | 69.5%+24.6pp |
| Annual return | 13.10% | 21.01%-7.9pp | 1501.67%-1488.6pp | 28.90%-15.8pp |
| Employer contribution / active EE | $8,347 | $3,233+158.2% | $5,444+53.3% | $2,042+308.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $516 | $551-6.5% | $11,282-95.4% | $479+7.6% |