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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $462,916 |
MARITIME ASSOCIATION1+ years Service code 14 · EIN 74-1721447 | Plan Administrator | $208,504 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $123,234 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $74,954 |
MCCONNELL VALDES LLC1+ years Filed as: MCCONNELL & JONES, CPA Service code 10 · EIN 76-0488832 | Accounting | $33,667 |
ROCKIT CONSULTING1+ years Service code 16 · EIN 46-0712549 | Consulting | $18,804 |
BYRNE SOFTWARE1+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $13,215 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $12,542 |
ALAN ROBIN1+ years Service code 29 · EIN 83-2771568 | Legal | $7,571 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,207 | $70,115+129.9% | $70,589+128.4% | $80,187+101.0% |
| Participation rate | 89.7% | 71.7%+18.1pp | 68.4%+21.4pp | 72.9%+16.8pp |
| Annual return | 12.48% | 134.51%-122.0pp | 32.80%-20.3pp | 40.40%-27.9pp |
| Employer contribution / active EE | $13,809 | $3,021+357.1% | $2,977+363.8% | $2,980+363.5% |
| Participant deferral / active EE | $1,026 | $4,495-77.2% | $4,569-77.5% | $5,016-79.5% |
| Admin fee / account holder | $337 | $112+199.8% | $6,430-94.8% | $145+132.1% |