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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $54,056 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $36,815 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $22,000 |
DANIEL H. COOK ASSOCIATES, INC3+ years Filed as: DANIEL COOK ASSOCIATES Service code 12 · EIN 11-2424843 | Direct payment from the plan; Claims ... | $19,360 |
EARNEST PARTNERS, LLC1 year Service code 28 · EIN 58-2386669 | Investment Management | $18,526 |
Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 | Legal | $12,092 |
WELBY, BRADY & GREENBLATT, LLP3+ years Filed as: WELBY, BRADY & GREENBLATT Service code 29 · EIN 13-3864481 | Legal | $8,651 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $8,601 |
THE SEGAL COMPANY1 year 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 | $94,159 | $89,739+4.9% | $149,721-37.1% | $62,293+51.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.40% | 21.01%-10.6pp | 1501.67%-1491.3pp | 28.90%-18.5pp |
| Employer contribution / active EE | $11,264 | $3,233+248.4% | $5,444+106.9% | $2,042+451.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $800 | $551+45.0% | $11,282-92.9% | $479+66.8% |