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| Provider | Service type | Compensation |
|---|---|---|
US BANK8+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $37,940 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $16,500 |
ROMOLO & ASSOCIATES4 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $10,567 |
CAVANAGH & O'HARA8+ years Service code 29 · EIN 37-1259635 | Legal | $5,483 |
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 | $79,936 | $64,138+24.6% | $112,258-28.8% | $66,930+19.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.59% | -13.81%-1.8pp | 27.47%-43.1pp | 1.57%-17.2pp |
| Employer contribution / active EE | $10,032 | $3,006+233.7% | $3,636+176.0% | $2,545+294.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $503 | $625-19.6% | $6,411-92.2% | $593-15.2% |