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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $32,762 |
GPB CORP1+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $21,294 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $17,894 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $15,430 |
ENTERPRISE BANK & TRUST1+ years Filed as: ENTERPRISE BANK AND TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $12,507 |
Service code 29 · EIN 43-1718339 | Legal | $10,708 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 | Actuarial | $9,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,406 | $52,884+25.6% | $84,753-21.6% | $55,167+20.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.90% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $6,312 | $2,233+182.6% | $3,574+76.6% | $1,963+221.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $244 | $581-58.0% | $5,333-95.4% | $504-51.6% |