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| Provider | Service type | Compensation |
|---|---|---|
US BANK4+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $28,772 |
STEWART C. MILLER & CO., INC.4+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $15,720 |
ROMOLO & ASSOCIATES4+ years Service code 10 · EIN 37-1077733 | Accounting | $12,231 |
CAVANAGH & O'HARA4+ years Service code 29 · EIN 37-1259635 | Legal | $8,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,448 | $57,352+40.3% | $83,830-4.0% | $64,173+25.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.81% | 11.38%-15.2pp | 850.97%-854.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,309 | $2,546+265.7% | $3,631+156.4% | $2,381+291.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $581 | $4,046-85.6% | $5,479-89.4% | $4,887-88.1% |