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| Provider | Service type | Compensation |
|---|---|---|
MELVIN FEDER3+ years Service code 29 · EIN 13-3593661 | Legal | $268,200 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $254,082 |
CASTIGLIA LLP3+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $149,530 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $149,011 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $136,083 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $114,162 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $76,251 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 | Consulting | $73,539 |
PACIFIC INCOME ADVISORS3+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $70,350 |
UNION NETWORKING3+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $40,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $555,823 | $112,134+395.7% | $149,721+271.2% | $80,976+586.4% |
| Participation rate | 7.9% | 87.3%-79.3pp | 87.1%-79.1pp | 68.3%-60.3pp |
| Annual return | 14.23% | 17.23%-3.0pp | 1501.67%-1487.4pp | 22.91%-8.7pp |
| Employer contribution / active EE | $6,330 | $3,991+58.6% | $5,444+16.3% | $2,402+163.5% |
| Participant deferral / active EE | $0 | $6,036-100.0% | $6,568-100.0% | $3,848-100.0% |
| Admin fee / account holder | $1,873 | $109+1615.6% | $11,282-83.4% | $67+2677.1% |