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| Provider | Service type | Compensation |
|---|---|---|
DMC INSURANCE ADMINISTRATORS10+ years Service code 13 · EIN 94-3115552 | Contract Administrator | $63,658 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $47,325 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $37,787 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $24,073 |
PRESTIGE PRINTING6 years Service code 36 · EIN 83-2018068 | Copying and duplicating; Direct payme... | $17,117 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY, INC. Service code 26 · EIN 47-0879697 | Advisory (Participants) | $14,872 |
MATRIX TRUST COMPANY8 years Service code 25 · EIN 75-3182674 | Directed Trustee | $8,327 |
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 | $20,182 | $37,422-46.1% | $92,985-78.3% | $64,728-68.8% |
| Participation rate | 100.0% | 40.1%+59.9pp | 69.5%+30.5pp | 57.9%+42.1pp |
| Annual return | 3.37% | 20.66%-17.3pp | 27.99%-24.6pp | 49.38%-46.0pp |
| Employer contribution / active EE | $4,830 | $1,156+317.8% | $2,662+81.4% | $2,243+115.4% |
| Participant deferral / active EE | $0 | $1,740-100.0% | $4,377-100.0% | $2,729-100.0% |
| Admin fee / account holder | $434 | $2,190-80.2% | $9,463-95.4% | $1,145-62.1% |