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| Provider | Service type | Compensation |
|---|---|---|
ZENITH FINANCIAL SOLUTIONS3 years Service code 13 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 076322514 | Contract Administrator | $439,744 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $354,986 |
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 901 MARQUETTE AVENUE, 29TH FLOOR · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $312,675 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $185,170 |
Service code 10 · EIN 23-2586736 | Accounting | $180,546 |
WHITE OAK GLOBAL ADVISORS, LLC5+ years Service code 28 · EIN 26-0340395 | Investment Management | $176,590 |
GREAT LAKES ADVISORS, LLC2 years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $172,227 |
BMO HARRIS BANK NA3 years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $143,171 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: GRAYSTONE CONSULTING Service code 27 800 EAST 96TH STREET, SUITE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $125,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK-MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $102,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $316,398 | $66,051+379.0% | $92,916+240.5% | $77,775+306.8% |
| Participation rate | 94.6% | 81.0%+13.6pp | 76.0%+18.6pp | 73.2%+21.4pp |
| Annual return | 12.70% | 20.69%-8.0pp | 109.45%-96.7pp | 32.58%-19.9pp |
| Employer contribution / active EE | $18,723 | $3,426+446.6% | $3,654+412.5% | $2,504+647.7% |
| Participant deferral / active EE | $6,039 | $3,013+100.4% | $4,238+42.5% | $3,966+52.3% |
| Admin fee / account holder | $1,007 | $148+581.6% | $5,796-82.6% | $100+906.7% |