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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $53,781 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $31,121 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $22,000 |
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL COOK ASSOCIATES Service code 12 · EIN 11-2424843 | Direct payment from the plan; Claims ... | $21,222 |
EARNEST PARTNERS, LLC2+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $18,358 |
WELBY, BRADY & GREENBLATT, LLP2+ years Filed as: WELBY, BRADY & GREENBLATT Service code 29 · EIN 13-3864481 | Legal | $8,872 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $8,600 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,102 | $74,089+18.9% | $133,975-34.2% | $55,167+59.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 2.03% | 12.11%-10.1pp | 29.29%-27.3pp | 169.23%-167.2pp |
| Employer contribution / active EE | $11,552 | $3,064+277.1% | $5,211+121.7% | $1,963+488.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $936 | $458+104.4% | $9,324-90.0% | $504+85.8% |