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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $57,996 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 | Investment Management | $42,481 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 34-1542819 | Securities Custodian | $22,000 |
DANIEL H. COOK ASSOCIATES, INC4+ years Filed as: DANIEL COOK ASSOCIATES Service code 12 · EIN 11-2424843 | Direct payment from the plan; Claims ... | $21,120 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 | Investment Management | $18,491 |
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $11,064 |
WELBY, BRADY & GREENBLATT, LLP4+ years Filed as: WELBY, BRADY & GREENBLATT Service code 29 · EIN 13-3864481 | Legal | $8,638 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $8,602 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $7,500 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 | Legal | $1,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,212 | $79,523-2.9% | $140,019-44.9% | $56,287+37.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 0.87% | 2.39%-1.5pp | 651.15%-650.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $11,678 | $3,350+248.6% | $5,605+108.3% | $2,111+453.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $597 | $614-2.7% | $10,705-94.4% | $521+14.7% |