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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,182 | $69,255-70.9% | $105,582-80.9% | $69,255-70.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 3.37% | 26.73%-23.4pp | 18.61%-15.2pp | 26.73%-23.4pp |
| Employer contribution / active EE | $4,830 | $2,645+82.6% | $2,984+61.9% | $2,645+82.6% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,353-100.0% | $2,890-100.0% |
| Admin fee / account holder | $434 | $733-40.7% | $12,856-96.6% | $733-40.7% |