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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $159,928 |
GARDNER RUSSO5 years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $139,373 |
HUNTINGTON NATIONAL BANK5 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $46,318 |
JOHNSON BANK5 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $29,242 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $9,525 |
Service code 16 · EIN 27-1175487 | Consulting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,080 | $77,660+61.1% | $109,143+14.6% | $79,386+57.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 30.55% | 23.44%+7.1pp | 25.75%+4.8pp | 116.85%-86.3pp |
| Employer contribution / active EE | $5,495 | $2,797+96.4% | $3,722+47.6% | $2,427+126.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $984 | $732+34.4% | $6,752-85.4% | $626+57.1% |