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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $61,084 |
CONGRESS ASSET MANAGEMENT10+ years Service code 28 · EIN 04-2848965 | Investment Management | $58,720 |
Service code 13 · EIN 11-2424843 | Contract Administrator | $25,555 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $22,000 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $18,732 |
Filed as: LAW OFFICE OF STEVEN N DAVI PLLC Service code 29 · EIN 82-4935807 | Legal | $8,800 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $7,500 |
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.
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 | $152,027 | $80,763+88.2% | $102,412+48.4% | $74,459+104.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.88% | 27.57%-16.7pp | 24.94%-14.1pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $16,412 | $3,160+419.4% | $3,870+324.1% | $2,626+525.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $804 | $2,371-66.1% | $8,388-90.4% | $1,945-58.6% |