| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 52-6257033 | Investment Management | $354,075 |
IBEW-NECA SERVICE CENTER5+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $322,985 |
ALLEGIANT INVESTMENT COUNSELORS5+ years Service code 28 · EIN 43-0964735 | Investment Management | $138,475 |
COMMERCE BANK5+ years Service code 28 · EIN 48-0962626 | Investment Management | $107,734 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $72,144 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $68,000 |
ROCKWOOD CAPITAL ADVISORS5+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $49,602 |
SCHUCHAT, COOK & WERNER5+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $11,725 |
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 | $336,441 | $66,051+409.4% | $92,916+262.1% | $77,775+332.6% |
| Participation rate | 79.4% | 81.0%-1.6pp | 76.0%+3.4pp | 73.2%+6.2pp |
| Annual return | 19.79% | 20.69%-0.9pp | 109.45%-89.7pp | 32.58%-12.8pp |
| Employer contribution / active EE | $10,896 | $3,426+218.1% | $3,654+198.2% | $2,504+335.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $375 | $148+153.5% | $5,796-93.5% | $100+274.4% |