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| Provider | Service type | Compensation |
|---|---|---|
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE, L.P. Service code 52 · EIN 25-1900687 | Indirect Investment Fees | $0 |
JOHN F. DASCOLI, PLLC4+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $0 |
OAKBROOK INVESTMENTS, LLC2 years Filed as: OAKBROOK INVESTMENTS Service code 52 · EIN 36-4211742 | Indirect Investment Fees | $0 |
STANDARD VALUATIONS2 years Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC4+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
Filed as: TRAVELERS CASUALTY & SURETY CO Service code 19 · EIN 06-6033504 | Securities Custodian | $0 |
Filed as: UNITED BANK Service code 21 · EIN 54-1071198 | Bank Trustee | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,322 | $56,443+12.2% | $83,831-24.5% | $55,725+13.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -2.35% | 393.67%-396.0pp | 850.99%-853.3pp | 244.93%-247.3pp |
| Employer contribution / active EE | $6,369 | $2,682+137.5% | $3,631+75.4% | $2,078+206.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $373 | $156+139.0% | $5,479-93.2% | $115+224.1% |