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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $41,552 |
DMC INSURANCE ADMINISTRATORS10+ years Filed as: DMC INSURANCE ADMINISTRATORS, INC. Service code 13 · EIN 94-3115552 | Contract Administrator | $40,983 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $37,389 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $34,201 |
PRESTIGE PRINTING2 years Service code 36 · EIN 83-2018068 | Copying and duplicating; Direct payme... | $10,707 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY Service code 16 · EIN 47-0879697 | Consulting | $10,124 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,816 | $54,558-71.0% | $76,051-79.2% | $74,400-78.7% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 0.08% | 31.83%-31.7pp | 360.42%-360.3pp | 1367.51%-1367.4pp |
| Employer contribution / active EE | $5,398 | $1,778+203.6% | $2,690+100.7% | $2,624+105.7% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,348-100.0% |
| Admin fee / account holder | $484 | $2,232-78.3% | $6,416-92.5% | $1,944-75.1% |