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| Provider | Service type | Compensation |
|---|---|---|
CSM&D2 years Filed as: CSM ADVISORS LLC Service code 17 · EIN 84-3346426 | Pension Consulting | $0 |
JOHN F. DASCOLI, PLLC7+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $0 |
MEPT3 years Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
STANDARD VALUATIONS5 years Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,181 | $78,275+24.2% | $109,163-11.0% | $86,813+11.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 16.04% | 19.14%-3.1pp | 25.75%-9.7pp | 97.93%-81.9pp |
| Employer contribution / active EE | $5,890 | $3,105+89.7% | $3,723+58.2% | $2,406+144.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $441 | $198+122.2% | $6,754-93.5% | $170+160.0% |