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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $28,328 |
SUTTLE & STALNAKER, PLLC10+ years Service code 10 · EIN 55-0538163 | Accounting | $24,000 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $9,939 |
ACG ADVISORY SERVICES1 year Filed as: ACG ADVISORS Service code 17 · EIN 81-5358976 | Pension Consulting | $0 |
Service code 17 · EIN 23-2420504 | Pension Consulting | $0 |
Service code 17 · EIN 82-2925680 | Pension Consulting | $0 |
MEPT6 years Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT INVESTMENT ADVISORS Service code 17 · EIN 34-1625359 | Pension Consulting | $0 |
TA REALTY3 years Service code 17 · EIN 82-3701425 | Pension Consulting | $0 |
Filed as: UNITED BANK Service code 17 · EIN 54-1071198 | Pension Consulting | $0 |
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 | $100,464 | $83,023+21.0% | $102,437-1.9% | $77,762+29.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.36% | 19.12%-8.8pp | 24.95%-14.6pp | 31.27%-20.9pp |
| Employer contribution / active EE | $6,215 | $3,552+74.9% | $3,871+60.6% | $2,728+127.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $711 | $639+11.2% | $8,388-91.5% | $433+64.2% |