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| Provider | Service type | Compensation |
|---|---|---|
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $920,121 |
ZENITH FINANCIAL SOLUTIONS7 years Service code 13 · EIN 83-0798660 | Contract Administrator | $550,257 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 52-6218800 | Investment Management | $524,829 |
FOUNDRY PARTNERS9+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $504,957 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $269,760 |
Service code 10 · EIN 23-2586736 | Accounting | $222,353 |
NUVEEN9+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $215,775 |
GREAT LAKES ADVISORS, LLC6 years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $207,717 |
NATIONAL INVESTMENT SERVICES7 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $205,594 |
SAGE ADVISORY SERVICES7 years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $180,744 |
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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,516 | $88,480+314.2% | $96,683+279.1% | $80,160+357.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 10.35% | 22.53%-12.2pp | 35.69%-25.3pp | 40.38%-30.0pp |
| Employer contribution / active EE | $21,077 | $4,176+404.7% | $3,737+464.0% | $2,978+607.8% |
| Participant deferral / active EE | $8,204 | $3,959+107.2% | $4,878+68.2% | $5,017+63.5% |
| Admin fee / account holder | $1,289 | $212+508.7% | $6,730-80.8% | $145+789.3% |