| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-6257033 | Investment Management | $307,438 |
IBEW-NECA SERVICE CENTER2+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $274,236 |
ALLEGIANT INVESTMENT COUNSELORS2+ years Service code 28 · EIN 43-0964735 | Investment Management | $151,503 |
COMMERCE BANK2+ years Service code 28 · EIN 48-0962626 | Investment Management | $118,450 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $84,000 |
PURK & ASSOCIATES, P.C.2+ years Service code 10 · EIN 26-4532849 | Accounting | $66,187 |
ROCKWOOD CAPITAL ADVISORS2+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $49,480 |
SCHUCHAT, COOK & WERNER2+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $13,791 |
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 | $269,621 | $54,392+395.7% | $84,753+218.1% | $63,975+321.4% |
| Participation rate | 79.6% | 76.9%+2.7pp | 76.6%+3.0pp | 71.1%+8.4pp |
| Annual return | 7.67% | 611.38%-603.7pp | 22.78%-15.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $8,726 | $2,943+196.5% | $3,574+144.1% | $2,182+299.9% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $342 | $136+151.5% | $5,333-93.6% | $70+385.1% |