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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: DEUTSCHE BANK ALEX. BROWN Service code 21 · EIN 52-1349876 | Bank Trustee | $129,080 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS INVESTCONSULT GRP Service code 20 · EIN 52-1871508 | Trustee (individual) | $6,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,188 | $75,183+170.3% | $123,894+64.0% | $55,167+268.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 0.24% | 19.01%-18.8pp | 47.52%-47.3pp | 169.23%-169.0pp |
| Employer contribution / active EE | $12,416 | $2,823+339.7% | $4,617+168.9% | $1,963+532.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $755 | $663+13.9% | $8,357-91.0% | $504+49.8% |