| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 52-6257033 | Investment Management | $360,480 |
IBEW-NECA SERVICE CENTER6+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $350,395 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 30 N LA SALLE ST · CHICAGO, IL 60602 | Investment Management | $120,762 |
COMMERCE BANK6+ years Service code 28 · EIN 48-0962626 | Investment Management | $103,758 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $75,218 |
ROCKWOOD CAPITAL ADVISORS6+ years Filed as: ROCKWOOD CAPITAL INVESTMENTS Service code 28 · EIN 43-1775815 | Investment Management | $51,036 |
SCHUCHAT, COOK & WERNER6+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $23,667 |
ALLEGIANT INVESTMENT COUNSELORS6+ years Service code 28 · EIN 43-0964735 | Investment Management | $15,169 |
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 | $377,164 | $81,719+361.5% | $101,275+272.4% | $90,274+317.8% |
| Participation rate | 78.6% | 80.7%-2.2pp | 75.8%+2.8pp | 73.4%+5.2pp |
| Annual return | 12.78% | 337.64%-324.9pp | 46.46%-33.7pp | 53.97%-41.2pp |
| Employer contribution / active EE | $9,618 | $3,622+165.5% | $3,660+162.8% | $2,523+281.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $370 | $162+128.8% | $5,948-93.8% | $114+224.7% |