| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 52-6257033 | Investment Management | $319,693 |
IBEW-NECA SERVICE CENTER3+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $289,114 |
ALLEGIANT INVESTMENT COUNSELORS3+ years Service code 28 · EIN 43-0964735 | Investment Management | $181,112 |
COMMERCE BANK3+ years Service code 28 · EIN 48-0962626 | Investment Management | $127,054 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $84,000 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $67,680 |
PURK & ASSOCIATES, P.C.3+ years Service code 10 · EIN 26-4532849 | Accounting | $55,828 |
ROCKWOOD CAPITAL ADVISORS3+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $45,503 |
SCHUCHAT, COOK & WERNER3+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $12,264 |
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 | $303,230 | $221,442+36.9% | $92,240+228.7% | $77,958+289.0% |
| Participation rate | 79.8% | 79.6%+0.2pp | 76.5%+3.3pp | 71.6%+8.1pp |
| Annual return | 15.22% | 15.65%-0.4pp | 176.29%-161.1pp | 20.87%-5.7pp |
| Employer contribution / active EE | $8,939 | $3,226+177.1% | $3,680+142.9% | $2,310+286.9% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $384 | $210+83.0% | $5,194-92.6% | $97+294.0% |