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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL Service code 21 · EIN 20-4669888 | Bank Trustee | $0 |
BLACKROCK1+ years Service code 21 · EIN 94-2948313 | Bank Trustee | $0 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE Service code 21 · EIN 13-5200790 | Bank Trustee | $0 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 21 · EIN 25-1900687 | Bank Trustee | $0 |
JOHN F. DASCOLI, PLLC1+ years Filed as: JOHN DASCOLI Service code 22 · EIN 20-5780253 | Insurance Broker | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 21 · EIN 26-4310632 | Bank Trustee | $0 |
SKYBRIDGE CAPITAL1+ years Service code 21 · EIN 51-0432752 | Bank Trustee | $0 |
SUTTLE & STALNAKER, PLLC1+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
THE TRAVELERS INDEMNITY COMPANY1+ years Filed as: TRAVELERS CASULATY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,733 | $50,498-17.4% | $75,784-44.9% | $55,191-24.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.31% | 1.80%-4.1pp | 9.68%-12.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $5,098 | $2,291+122.5% | $3,323+53.4% | $1,899+168.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $307 | $123+149.5% | $5,300-94.2% | $91+238.2% |