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| Provider | Service type | Compensation |
|---|---|---|
DAVIS & CAMPBELL1 year Filed as: DAVIS & CAMBELL LLC Service code 29 · EIN 36-4147777 401MAIN STREET, SUITE 1600 · PEORIA, IL 61602 | Legal | $30,000 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $22,116 |
DA-COM CORPORATION1 year Filed as: COM STOCK Service code 34 · EIN 34-1823071 36 EAST 7TH STREET, SUITE 2400 · CINCINNATI, OH 45202 | Valuation (appraisals, etc.) | $19,699 |
Filed as: INVICTUS Service code 25 · EIN 81-3164277 1755 KIRBY PARKWAY, SUITE 101 · MEMPHIS, TN 38120 | Directed Trustee | $13,258 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,027 | $89,367-82.1% | $141,191-88.6% | $72,975-78.0% |
| Participation rate | 88.3% | 75.1%+13.2pp | 82.5%+5.8pp | 69.5%+18.8pp |
| Annual return | 8.90% | 111.87%-103.0pp | 71.41%-62.5pp | 81.01%-72.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $725 | $5,957-87.8% | $10,264-92.9% | $5,124-85.8% |