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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.2+ 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 | $104,111 |
Filed as: NEWSOUTH CAPITAL MANAGEMENT INC. Service code 28 · EIN 62-1237220 999 S. SHADY RD. SUITE 501 · MEMPHIS, TN 381204129 | Investment Management | $69,075 |
RAYMOND JAMES FINANCIAL SERVICES2+ 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.
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 | $364,202 | $50,898+615.6% | $171,082+112.9% | $55,167+560.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 76.7%+23.3pp | 69.0%+31.0pp |
| Annual return | 4.41% | 15.34%-10.9pp | 32.56%-28.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $5,554 | $1,433+287.5% | $4,002+38.8% | $1,963+183.0% |
| Participant deferral / active EE | $5,544 | $2,994+85.2% | $4,797+15.6% | $3,054+81.5% |
| Admin fee / account holder | $1,287 | $500+157.6% | $8,520-84.9% | $504+155.3% |