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| Provider | Service type | Compensation |
|---|---|---|
US BANK6+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $34,344 |
STEWART C. MILLER & CO., INC.6+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $15,720 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $10,102 |
CAVANAGH & O'HARA6+ years Service code 29 · EIN 37-1259635 | Legal | $6,904 |
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 | $108,385 | $69,383+56.2% | $101,271+7.0% | $73,493+47.5% |
| Participation rate | 98.0% | 68.4%+29.6pp | 75.8%+22.2pp | 70.7%+27.3pp |
| Annual return | 9.86% | 18.46%-8.6pp | 46.48%-36.6pp | 28.51%-18.7pp |
| Employer contribution / active EE | $9,999 | $2,628+280.4% | $3,660+173.2% | $2,270+340.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $565 | $704-19.7% | $5,948-90.5% | $513+10.1% |