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| Provider | Service type | Compensation |
|---|---|---|
JOHN F. DASCOLI, PLLC5+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $0 |
MEPT1 year Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
OAKBROOK INVESTMENTS, LLC3 years Filed as: OAKBROOK INVESTMENTS Service code 52 · EIN 36-4211742 | Indirect Investment Fees | $0 |
STANDARD VALUATIONS3 years Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC5+ 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.)
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 | $77,076 | $66,601+15.7% | $92,909-17.0% | $67,579+14.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 17.28% | 92.58%-75.3pp | 109.44%-92.2pp | 378.56%-361.3pp |
| Employer contribution / active EE | $6,447 | $2,775+132.3% | $3,653+76.5% | $2,148+200.2% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $376 | $199+88.9% | $5,795-93.5% | $142+164.1% |