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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $95,226 |
DOAR RIECK KALEY & MACK8 years Service code 29 · EIN 13-4120430 | Legal | $55,643 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $47,018 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $45,212 |
FUIMAN MOGILA, LLP1 year Filed as: FUMAN MOGILA LLP Service code 29 · EIN 93-1652658 | Legal | $30,432 |
Filed as: QUAN - VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,724 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC. Service code 15 · EIN 83-0594917 | Recordkeeping | $26,042 |
WILMINGTON TRUST4 years Service code 19 · EIN 16-1486454 | Securities Custodian | $22,248 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $16,167 |
CUNNINGHAM & CUNNINGHAM LLP10+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $16,094 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,777 | $241,850-85.2% | $102,437-65.1% | $200,096-82.1% |
| Participation rate | 99.8% | 78.3%+21.5pp | 74.5%+25.3pp | 72.0%+27.8pp |
| Annual return | 7.90% | 17.67%-9.8pp | 24.95%-17.1pp | 34.26%-26.4pp |
| Employer contribution / active EE | $9,298 | $4,253+118.6% | $3,871+140.2% | $3,038+206.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $302 | $288+5.0% | $8,388-96.4% | $269+12.3% |