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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $150,431 |
GARDNER RUSSO2 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $108,719 |
HUNTINGTON NATIONAL BANK8 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $39,310 |
JOHNSON BANK8 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $37,317 |
CHARLES SCHWAB & CO., INC.8 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $16,000 |
METRO BENEFITS, INC.1 year Service code 49 · EIN 25-1541083 | Other Services | $9,355 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING Service code 16 · EIN 27-1175487 | Consulting | $8,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,203 | $80,748+52.6% | $102,383+20.3% | $74,429+65.5% |
| Participation rate | 90.0% | 65.7%+24.4pp | 74.5%+15.5pp | 67.2%+22.8pp |
| Annual return | 12.38% | 27.57%-15.2pp | 24.94%-12.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $7,061 | $3,159+123.5% | $3,870+82.4% | $2,625+169.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $938 | $2,371-60.4% | $8,391-88.8% | $1,944-51.7% |