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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.1+ years Filed as: RUANE CUNNIFF & GOLDFARB, INC. Service code 28 · EIN 13-2628641 9 WEST 57TH STREET- SUITE 5000 · NEW YORK, NY 100192701 | Investment Management | $155,219 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 999 S. SHADY RD. SUITE 501 · MEMPHIS, TN 381204129 | Investment Management | $70,006 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 33 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 337332479 | Securities brokerage | $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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $382,790 | $52,519+628.9% | $155,789+145.7% | $59,633+541.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -4.59% | 53.51%-58.1pp | 71.54%-76.1pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $5,434 | $1,589+241.9% | $3,839+41.5% | $2,203+146.7% |
| Participant deferral / active EE | $5,871 | $3,084+90.3% | $4,798+22.4% | $3,192+84.0% |
| Admin fee / account holder | $1,801 | $3,540-49.1% | $7,477-75.9% | $4,297-58.1% |