| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-6257033 | Investment Management | $276,315 |
IBEW-NECA SERVICE CENTER1+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $248,078 |
ULLICO1+ years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $153,622 |
ALLEGIANT INVESTMENT COUNSELORS1+ years Service code 28 · EIN 43-0964735 | Investment Management | $151,187 |
COMMERCE BANK1+ years Service code 28 · EIN 48-0962626 | Investment Management | $126,224 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $84,000 |
PURK & ASSOCIATES, P.C.1+ years Service code 10 · EIN 26-4532849 | Accounting | $66,824 |
ROCKWOOD CAPITAL ADVISORS1+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $60,519 |
SCHUCHAT, COOK & WERNER1+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $14,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,659 | $55,516+360.5% | $75,784+237.3% | $59,188+331.9% |
| Participation rate | 80.6% | 73.6%+7.0pp | 75.8%+4.8pp | 69.4%+11.2pp |
| Annual return | 2.69% | -1.89%+4.6pp | 9.68%-7.0pp | 5.51%-2.8pp |
| Employer contribution / active EE | $7,417 | $2,604+184.9% | $3,323+123.2% | $2,098+253.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $323 | $110+194.0% | $5,300-93.9% | $92+250.7% |